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

Financial Management Professionals’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	$11.2M	Buy	+123,385	New	+$10.9M	1.06%	20
2025 Q4	–	Sell	-113,557	Closed	-$9.16M	–	1025
2025 Q3	$9.16M	Buy	+113,557	New	+$8.82M	0.95%	24
2025 Q2	–	Sell	-113,194	Closed	-$7.7M	–	1072
2025 Q1	$7.7M	Buy	113,194 +9,576	+9%	+$685K	0.98%	22
2024 Q4	$7.4M	Buy	+103,618	New	+$7.46M	0.94%	23
2024 Q2	–	Sell	-108,534	Closed	-$6.96M	–	1008
2024 Q1	$6.96M	Sell	108,534 -121	-0.1%	-$7.38K	1.03%	23
2023 Q4	$6.35M	Buy	108,655 +1,175	+1%	+$64.2K	1.03%	24
2023 Q3	$5.64M	Buy	107,480 +673	+0.6%	+$36.8K	0.99%	23
2023 Q2	$5.82M	Buy	+106,807	New	+$5.51M	0.97%	25

Other funds holding SPTM

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

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

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Financial Management Professionals's SPTM Position: Q2 2026 in Review

Financial Management Professionals opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026: 123,385 shares worth $11.2M. The stake represents 1.06% of the portfolio and ranks #20 among its holdings. This is a return to the name: Financial Management Professionals previously reported a position in SPTM as recently as Q3 2025.

Financial Management Professionals first reported a position in SPTM in Q2 2023 and has held it in 8 quarters since. 171 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Financial Management Professionals held 123,385 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $11.2M as of Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Financial Management Professionals position in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.06% of Financial Management Professionals's portfolio in Q2 2026, its #20 holding.
Financial Management Professionals first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2023 and has held it in 8 quarters since.
171 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 Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.