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

First Pacific Financial’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 Q3	$46K	Buy	500 +2	+0.4%	+$184	﹤0.01%	276
2026 Q2	$45.2K	Buy	498 +1	+0.2%	+$88	0.01%	257
2026 Q1	$39.3K	Buy	497 +2	+0.4%	+$165	0.01%	261
2025 Q4	$40.9K	Buy	+495	New	+$40.5K	0.01%	249

Other funds holding SPTM

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

FPFC

Financial Planning Fort Collins Fort Collins, Colorado $137M AUM 12.62% 1-Year Est. Return

First Pacific Financial's SPTM Position: Q3 2026 in Review

First Pacific Financial increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.4% in Q3 2026, buying an estimated $184 and bringing the position to 500 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

First Pacific Financial first reported a position in SPTM in Q4 2025 and has held it in 4 quarters since. 136 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

First Pacific Financial held 500 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $46K as of Q3 2026.
First Pacific Financial bought 2 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $184.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of First Pacific Financial's portfolio in Q3 2026, its #276 holding.
First Pacific Financial first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2025 and has held it in 4 quarters since.
136 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.