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 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 $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

Constant Guidance Financial's SPTM Position: Q1 2026 in Review

Constant Guidance Financial opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2026: 6,521 shares worth $516K. The stake represents 0.36% of the portfolio and ranks #29 among its holdings. This is a return to the name: Constant Guidance Financial previously reported a position in SPTM as recently as Q3 2025.

Constant Guidance Financial first reported a position in SPTM in Q3 2023 and has held it in 7 quarters since. The position peaked at $524K in Q3 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Constant Guidance Financial held 6,521 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $516K as of Q1 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Constant Guidance Financial position in Q1 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.36% of Constant Guidance Financial's portfolio in Q1 2026, its #29 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 7 quarters since.
Constant Guidance Financial's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $524K in Q3 2025.
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 Constant Guidance Financial's 13F filing for Q1 2026, filed 18 May 2026.