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 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

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

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

WFS

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

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Focus Financial Network's SPTM Position: Q2 2026 in Review

Focus Financial Network opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026: 4,550 shares worth $413K. The stake represents 0.01% of the portfolio and ranks #535 among its holdings. This is a return to the name: Focus Financial Network previously reported a position in SPTM as recently as Q4 2023.

Focus Financial Network first reported a position in SPTM in Q1 2021 and has held it in 6 quarters since. The position peaked at $2.18M in Q4 2021. 153 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Focus Financial Network held 4,550 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $413K as of Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Focus Financial Network position in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #535 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 6 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.
153 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.