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

Equita Financial Network’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	$1.92M	Sell	24,230 -6,042	-20%	-$499K	0.6%	31
2025 Q4	$2.5M	Buy	30,272 +2	+0%	+$164	0.75%	26
2025 Q3	$2.44M	Sell	30,270 -26	-0.1%	-$2.02K	0.83%	26
2025 Q2	$2.27M	Sell	30,296 -11,669	-28%	-$810K	0.9%	24
2025 Q1	$2.85M	Sell	41,965 -844	-2%	-$60.4K	1%	22
2024 Q4	$3.06M	Sell	42,809 -804	-2%	-$57.9K	1.11%	23
2024 Q3	$3.06M	Sell	43,613 -1,307	-3%	-$88.3K	1.12%	23
2024 Q2	$2.98M	Sell	44,920 -1,210	-3%	-$77.5K	1.25%	22
2024 Q1	$2.96M	Sell	46,130 -109,262	-70%	-$6.67M	1.33%	22
2023 Q4	$9.08M	Sell	155,392 -4,171	-3%	-$228K	4.84%	4
2023 Q3	$8.38M	Buy	+159,563	New	+$8.72M	5.15%	3

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

Equita Financial Network's SPTM Position: Q1 2026 in Review

Equita Financial Network reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 20% in Q1 2026, selling an estimated $499K and leaving 24,230 shares worth $1.92M. The position accounts for 0.6% of the portfolio, ranked #31.

Equita Financial Network first reported a position in SPTM in Q3 2023 and has held it in 11 quarters since. The position peaked at $9.08M in Q4 2023. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Equita Financial Network held 24,230 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.92M as of Q1 2026.
Equita Financial Network sold 6,042 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $499K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.6% of Equita Financial Network's portfolio in Q1 2026, its #31 holding.
Equita Financial Network first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2023 and has held it in 11 quarters since.
Equita Financial Network's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $9.08M in Q4 2023.
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 Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.