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

Financial Engines Advisors’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	$2.49M	Buy	31,536 +4,657	+17%	+$385K	0.01%	206
2025 Q4	$2.22M	Buy	26,879 +1,380	+5%	+$113K	﹤0.01%	229
2025 Q3	$2.06M	Sell	25,499 -4,695	-16%	-$365K	﹤0.01%	235
2025 Q2	$2.26M	Buy	+30,194	New	+$2.1M	﹤0.01%	204

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

Financial Engines Advisors's SPTM Position: Q1 2026 in Review

Financial Engines Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 17% in Q1 2026, buying an estimated $385K and bringing the position to 31,536 shares worth $2.49M. The position accounts for 0.01% of the portfolio, ranked #206.

Financial Engines Advisors first reported a position in SPTM in Q2 2025 and has held it in 4 quarters since. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Financial Engines Advisors held 31,536 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.49M as of Q1 2026.
Financial Engines Advisors bought 4,657 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $385K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #206 holding.
Financial Engines Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2025 and has held it in 4 quarters since.
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 Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.