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

Focus Financial Network’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	$419K	Hold	4,550	–	–	0.01%	533
2026 Q2	$413K	Buy	+4,550	New	+$400K	0.01%	535
2024 Q1	–	Sell	-26,665	Closed	-$1.56M	–	740
2023 Q4	$1.56M	Buy	+26,665	New	+$1.46M	0.06%	243
2022 Q1	–	Sell	-37,261	Closed	-$2.18M	–	602
2021 Q4	$2.18M	Buy	37,261 +3,653	+11%	+$207K	0.32%	77
2021 Q3	$1.78M	Sell	33,608 -978	-3%	-$53.2K	0.24%	101
2021 Q2	$1.83M	Sell	34,586 -273	-0.8%	-$14.1K	0.24%	104
2021 Q1	$1.71M	Buy	+34,859	New	+$1.67M	0.2%	116

Other funds holding SPTM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

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

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

B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return

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

Focus Financial Network's SPTM Position: Q3 2026 in Review

Focus Financial Network held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q3 2026 at 4,550 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #533.

Focus Financial Network first reported a position in SPTM in Q1 2021 and has held it in 7 quarters since. The position peaked at $2.18M in Q4 2021. 278 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Focus Financial Network held 4,550 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $419K as of Q3 2026.
Focus Financial Network left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #533 holding.
Focus Financial Network first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2021 and has held it in 7 quarters since.
Focus Financial Network's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.18M in Q4 2021.
278 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

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