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
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 $377B AUM 19.32% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

WAP

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HFS

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

Financial Gravity Companies's SPTM Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2025: 30,240 shares worth $2.26M. The stake represents 0.44% of the portfolio and ranks #59 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SPTM as recently as Q4 2024.

Financial Gravity Companies first reported a position in SPTM in Q3 2024 and has held it in 3 quarters since. 659 funds tracked by Wall St. Rank hold SPTM as of Q2 2025.

Financial Gravity Companies held 30,240 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.26M as of Q2 2025.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Financial Gravity Companies position in Q2 2025.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.44% of Financial Gravity Companies's portfolio in Q2 2025, its #59 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 3 quarters since.
659 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.