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

Creative Financial Designs’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	$1.98K	Hold	22	–	–	﹤0.01%	1906
2026 Q1	$1.72K	Hold	22	–	–	﹤0.01%	1806
2025 Q4	$1.78K	Hold	22	–	–	﹤0.01%	1700
2025 Q3	$1.74K	Hold	22	–	–	﹤0.01%	1717
2025 Q2	$1.61K	Buy	22 +1	+5%	+$69	﹤0.01%	1712
2025 Q1	$1.46K	Hold	21	–	–	﹤0.01%	1721
2024 Q4	$1.53K	Sell	21 -11	-34%	-$792	﹤0.01%	1636
2024 Q3	$2.26K	Sell	32 -35	-52%	-$2.36K	﹤0.01%	1518
2024 Q2	$4.46K	Hold	67	–	–	﹤0.01%	1342
2024 Q1	$4.31K	Hold	67	–	–	﹤0.01%	1342
2023 Q4	$3.92K	Buy	67 +21	+46%	+$1.15K	﹤0.01%	1313
2023 Q3	$2.42K	Sell	46 -129	-74%	-$7.05K	﹤0.01%	1315
2023 Q2	$9.53K	Buy	175 +13	+8%	+$671	﹤0.01%	1027
2023 Q1	$8.17K	Hold	162	–	–	﹤0.01%	1008
2022 Q4	$7.66K	Sell	162 -175	-52%	-$8.31K	﹤0.01%	946
2022 Q3	$15K	Sell	337 -1,122	-77%	-$54.9K	﹤0.01%	804
2022 Q2	$68K	Buy	1,459 +54	+4%	+$2.73K	0.01%	498
2022 Q1	$78K	Buy	1,405 +63	+5%	+$3.45K	0.01%	472
2021 Q4	$78K	Buy	1,342 +146	+12%	+$8.26K	0.01%	487
2021 Q3	$63K	Buy	1,196 +99	+9%	+$5.39K	0.01%	552
2021 Q2	$58K	Buy	1,097 +1,031	+1,562%	+$53.3K	0.01%	566
2021 Q1	$3K	Buy	+66	New	+$3.16K	﹤0.01%	1174

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

Creative Financial Designs's SPTM Position: Q2 2026 in Review

Creative Financial Designs held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 22 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

Creative Financial Designs first reported a position in SPTM in Q1 2021 and has held it in 22 quarters since. The position peaked at $78K in Q1 2022. 777 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Creative Financial Designs held 22 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.98K as of Q2 2026.
Creative Financial Designs 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 ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1906 holding.
Creative Financial Designs first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2021 and has held it in 22 quarters since.
Creative Financial Designs's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $78K in Q1 2022.
777 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.