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

Financial Consulate’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	$15.3K	Hold	194	–	–	﹤0.01%	550
2025 Q4	$16K	Hold	194	–	–	﹤0.01%	515
2025 Q3	$15.6K	Buy	+194	New	+$15.1K	﹤0.01%	495
2019 Q2	–	Sell	-27,289	Closed	-$960K	–	112
2019 Q1	$960K	Sell	27,289 -633	-2%	-$21.4K	0.44%	42
2018 Q4	$863K	Buy	27,922 +39	+0.1%	+$1.3K	0.52%	44
2018 Q3	$1.01M	Sell	27,883 -20,087	-42%	-$715K	0.57%	44
2018 Q2	$1.63M	Sell	47,970 -3,069	-6%	-$104K	0.83%	30
2018 Q1	$1.68M	Buy	+51,039	New	+$1.73M	0.89%	30

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 $651M AUM 15.34% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Financial Consulate's SPTM Position: Q1 2026 in Review

Financial Consulate held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q1 2026 at 194 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Financial Consulate first reported a position in SPTM in Q1 2018 and has held it in 8 quarters since. The position peaked at $1.68M in Q1 2018. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Financial Consulate held 194 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $15.3K as of Q1 2026.
Financial Consulate left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #550 holding.
Financial Consulate first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2018 and has held it in 8 quarters since.
Financial Consulate's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.68M in Q1 2018.
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 Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.