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

Financial Gravity Asset Management’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	$2.4M	Sell	30,383 -1,629	-5%	-$135K	0.43%	56
2025 Q4	$2.64M	Buy	32,012 +1,393	+5%	+$114K	0.51%	51
2025 Q3	$2.47M	Buy	+30,619	New	+$2.38M	0.49%	49
2025 Q1	$2.09M	Buy	+30,717	New	+$2.2M	0.46%	58
2024 Q2	$2.26M	Buy	34,090 +90	+0.3%	+$5.76K	0.57%	45
2024 Q1	$1.99M	Hold	34,000	–	–	0.56%	43
2023 Q4	$1.99M	Buy	+34,000	New	+$1.86M	0.56%	43
2021 Q3	$304K	Sell	5,700 -4,265	-43%	-$232K	0.14%	119
2021 Q2	$528K	Buy	+9,965	New	+$516K	0.19%	80
2020 Q4	$835K	Buy	+18,256	New	+$796K	0.76%	31

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

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 Gravity Asset Management's SPTM Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 5.1% in Q1 2026, selling an estimated $135K and leaving 30,383 shares worth $2.4M. The position accounts for 0.43% of the portfolio, ranked #56.

Financial Gravity Asset Management first reported a position in SPTM in Q4 2020 and has held it in 10 quarters since. The position peaked at $2.64M in Q4 2025. 747 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Financial Gravity Asset Management held 30,383 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.4M as of Q1 2026.
Financial Gravity Asset Management sold 1,629 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $135K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.43% of Financial Gravity Asset Management's portfolio in Q1 2026, its #56 holding.
Financial Gravity Asset Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2020 and has held it in 10 quarters since.
Financial Gravity Asset Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.64M in Q4 2025.
747 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 Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.