Cardiff Park Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Cardiff Park Advisors’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 Q1	$3.74M	Buy	47,346 +7,509	+19%	+$620K	0.3%	57
2025 Q4	$3.29M	Buy	39,837 +117	+0.3%	+$9.57K	0.27%	51
2025 Q3	$3.2M	Buy	39,720 +7,997	+25%	+$621K	0.25%	54
2025 Q2	$2.38M	Buy	31,723 +173	+0.5%	+$12K	0.2%	62
2025 Q1	$2.15M	Buy	31,550 +23,933	+314%	+$1.71M	0.21%	61
2024 Q4	$544K	Buy	7,617 +26	+0.3%	+$1.87K	0.05%	155
2024 Q3	$532K	Buy	7,591 +24	+0.3%	+$1.62K	0.05%	157
2024 Q2	$502K	Buy	+7,567	New	+$484K	0.05%	157

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

WAP

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

HFS

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

PFA

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

Cardiff Park Advisors's SPTM Position: Q1 2026 in Review

Cardiff Park Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 19% in Q1 2026, buying an estimated $620K and bringing the position to 47,346 shares worth $3.74M. The position accounts for 0.3% of the portfolio, ranked #57.

Cardiff Park Advisors first reported a position in SPTM in Q2 2024 and has held it in 8 quarters since. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Cardiff Park Advisors held 47,346 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $3.74M as of Q1 2026.
Cardiff Park Advisors bought 7,509 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $620K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.3% of Cardiff Park Advisors's portfolio in Q1 2026, its #57 holding.
Cardiff Park Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2024 and has held it in 8 quarters since.
743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.