Constant Guidance Financial’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Constant Guidance Financial’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	$591K	Sell	6,509 -12	-0.2%	-$1.06K	0.37%	47
2026 Q1	$516K	Buy	+6,521	New	+$539K	0.36%	29
2025 Q4	–	Sell	-6,492	Closed	-$524K	–	54
2025 Q3	$524K	Buy	+6,492	New	+$504K	0.42%	30
2024 Q4	–	Sell	-7,354	Closed	-$515K	–	46
2024 Q3	$515K	Sell	7,354 -395	-5%	-$26.7K	0.42%	26
2024 Q2	$514K	Buy	7,749 +7	+0.1%	+$448	0.53%	20
2024 Q1	$489K	Sell	7,742 -125	-2%	-$7.63K	0.45%	39
2023 Q4	$460K	Buy	7,867 +90	+1%	+$4.91K	0.47%	24
2023 Q3	$407K	Buy	+7,777	New	+$425K	0.54%	13

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

Constant Guidance Financial's SPTM Position: Q2 2026 in Review

Constant Guidance Financial reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.18% in Q2 2026, selling an estimated $1.06K and leaving 6,509 shares worth $591K. The position accounts for 0.37% of the portfolio, ranked #47.

Constant Guidance Financial first reported a position in SPTM in Q3 2023 and has held it in 8 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Constant Guidance Financial held 6,509 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $591K as of Q2 2026.
Constant Guidance Financial sold 12 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $1.06K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.37% of Constant Guidance Financial's portfolio in Q2 2026, its #47 holding.
Constant Guidance Financial first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2023 and has held it in 8 quarters since.
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 Constant Guidance Financial's 13F filing for Q2 2026, filed 12 Aug 2026.