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

Financial Plan Inc’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	$1.18M	Sell	14,953 -325	-2%	-$26.8K	0.13%	42
2025 Q4	$1.26M	Buy	+15,278	New	+$1.25M	0.14%	42

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 $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 $21.8B AUM 28.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $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 Plan Inc's SPTM Position: Q1 2026 in Review

Financial Plan Inc reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.1% in Q1 2026, selling an estimated $26.8K and leaving 14,953 shares worth $1.18M. The position accounts for 0.13% of the portfolio, ranked #42.

Financial Plan Inc first reported a position in SPTM in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.26M in Q4 2025. 744 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Financial Plan Inc held 14,953 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.18M as of Q1 2026.
Financial Plan Inc sold 325 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $26.8K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.13% of Financial Plan Inc's portfolio in Q1 2026, its #42 holding.
Financial Plan Inc first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2025 and has held it in 2 quarters since.
Financial Plan Inc's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.26M in Q4 2025.
744 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 Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.