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

Financial Gravity Companies’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 Q2	$2.93M	Buy	+32,222	New	+$2.84M	0.47%	49
2025 Q2	$2.26M	Buy	+30,240	New	+$2.1M	0.44%	59
2024 Q4	$2.24M	Sell	31,369 -594	-2%	-$42.7K	0.51%	48
2024 Q3	$2.24M	Buy	+31,963	New	+$2.16M	0.6%	37

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFA

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

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Gravity Companies's SPTM Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026: 32,222 shares worth $2.93M. The stake represents 0.47% of the portfolio and ranks #49 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SPTM as recently as Q2 2025.

Financial Gravity Companies first reported a position in SPTM in Q3 2024 and has held it in 4 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Financial Gravity Companies held 32,222 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.93M as of Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Financial Gravity Companies position in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.47% of Financial Gravity Companies's portfolio in Q2 2026, its #49 holding.
Financial Gravity Companies first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2024 and has held it in 4 quarters since.
778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.