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

CRA Financial Services’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	$312K	Hold	3,439	–	–	0.04%	254
2026 Q1	$272K	Sell	3,439 -1	-0%	-$83	0.04%	252
2025 Q4	$284K	Buy	3,440 +1	+0%	+$82	0.04%	240
2025 Q3	$277K	Buy	3,439 +101	+3%	+$7.85K	0.04%	243
2025 Q2	$250K	Buy	3,338 +1	+0%	+$69	0.04%	239
2025 Q1	$227K	Sell	3,337 -306	-8%	-$21.9K	0.04%	243
2024 Q4	$260K	Buy	+3,643	New	+$262K	0.04%	216

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

CRA Financial Services's SPTM Position: Q2 2026 in Review

CRA Financial Services held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 3,439 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #254.

CRA Financial Services first reported a position in SPTM in Q4 2024 and has held it in 7 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

CRA Financial Services held 3,439 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $312K as of Q2 2026.
CRA Financial Services left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.04% of CRA Financial Services's portfolio in Q2 2026, its #254 holding.
CRA Financial Services first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.