Equita Financial Network
SPTM icon

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
Q3 		$2.22M Sell
24,132
-100
-0.4% -$9.21K 0.63% 31
2026
Q2 		$2.2M Buy
24,232
+2
+0% +$176 0.61% 31
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealthcare Advisory Partners
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
Voisard Asset Management Group
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
Weitzel Financial Services
Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

Equita Financial Network's SPTM Position: Q3 2026 in Review

Equita Financial Network reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.41% in Q3 2026, selling an estimated $9.21K and leaving 24,132 shares worth $2.22M. The position accounts for 0.63% of the portfolio, ranked #31.

Equita Financial Network first reported a position in SPTM in Q3 2023 and has held it in 13 quarters since. The position peaked at $9.08M in Q4 2023. 263 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Equita Financial Network held 24,132 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.22M as of Q3 2026.
  • Equita Financial Network sold 100 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $9.21K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.63% of Equita Financial Network's portfolio in Q3 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 13 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.
  • 263 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Equita Financial Network's 13F filing for Q3 2026, filed 19 Oct 2026.