Cambridge Financial Group (Arizona)’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Cambridge Financial Group (Arizona)’s Portfolio SPTM Stock Details SPTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$847K	Sell	9,327 -3,981	-30%	-$350K	0.27%	67
2026 Q1	$1.05M	Sell	13,308 -666	-5%	-$55K	0.36%	56
2025 Q4	$998K	Buy	13,974 +34	+0.2%	+$2.78K	0.35%	60
2025 Q3	$1.12M	Hold	13,940	–	–	0.36%	56
2025 Q2	$1.04M	Sell	13,940 -34	-0.2%	-$2.36K	0.39%	50
2025 Q1	$950K	Hold	13,974	–	–	0.4%	51
2024 Q4	$998K	Sell	13,974 -11,776	-46%	-$847K	0.43%	49
2024 Q3	$1.8M	Sell	25,750 -750	-3%	-$50.6K	0.75%	31
2024 Q2	$1.76M	Sell	26,500 -15	-0.1%	-$960	0.8%	30
2024 Q1	$1.7M	Hold	26,515	–	–	0.81%	28
2023 Q4	$1.55M	Buy	+26,515	New	+$1.45M	0.81%	28

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s SPTM Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 30% in Q2 2026, selling an estimated $350K and leaving 9,327 shares worth $847K. The position accounts for 0.27% of the portfolio, ranked #67.

Cambridge Financial Group (Arizona) first reported a position in SPTM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.8M in Q3 2024. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Cambridge Financial Group (Arizona) held 9,327 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $847K as of Q2 2026.
Cambridge Financial Group (Arizona) sold 3,981 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $350K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.27% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #67 holding.
Cambridge Financial Group (Arizona) first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
Cambridge Financial Group (Arizona)'s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.8M in Q3 2024.
778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.