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

Convergence 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 Q3	$2.27M	Buy	+24,621	New	+$2.27M	0.32%	61

Other funds holding SPTM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Keener Financial Planning Keller, Texas $283M AUM 17.22% 1-Year Est. Return

Convergence Financial's SPTM Position: Q3 2026 in Review

Convergence Financial opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2026: 24,621 shares worth $2.27M. The stake represents 0.32% of the portfolio and ranks #61 among its holdings.

481 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Convergence Financial held 24,621 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.27M as of Q3 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Convergence Financial position in Q3 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.32% of Convergence Financial's portfolio in Q3 2026, its #61 holding.
481 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.