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

Founders Financial Alliance’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	$368K	Sell	3,999 -390	-9%	-$35.9K	0.05%	278
2026 Q2	$398K	Sell	4,389 -29,968	-87%	-$2.64M	0.05%	274
2026 Q1	$2.72M	Buy	34,357 +854	+3%	+$70.5K	0.49%	43
2025 Q4	$2.76M	Sell	33,503 -1,081	-3%	-$88.4K	0.52%	42
2025 Q3	$2.79M	Sell	34,584 -272	-0.8%	-$21.1K	0.53%	42
2025 Q2	$2.61M	Buy	34,856 +646	+2%	+$44.8K	0.59%	39
2025 Q1	$2.33M	Buy	34,210 +5,771	+20%	+$413K	0.56%	39
2024 Q4	$2.03M	Sell	28,439 -349	-1%	-$25.1K	0.56%	37
2024 Q3	$2.02M	Buy	28,788 +484	+2%	+$32.7K	0.56%	36
2024 Q2	$1.88M	Sell	28,304 -889	-3%	-$56.9K	0.56%	39
2024 Q1	$1.87M	Buy	+29,193	New	+$1.78M	0.56%	39

Other funds holding SPTM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 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

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Founders Financial Alliance's SPTM Position: Q3 2026 in Review

Founders Financial Alliance reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 8.9% in Q3 2026, selling an estimated $35.9K and leaving 3,999 shares worth $368K. The position accounts for 0.05% of the portfolio, ranked #278.

Founders Financial Alliance first reported a position in SPTM in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.79M in Q3 2025. 706 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Founders Financial Alliance held 3,999 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $368K as of Q3 2026.
Founders Financial Alliance sold 390 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $35.9K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.05% of Founders Financial Alliance's portfolio in Q3 2026, its #278 holding.
Founders Financial Alliance first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2024 and has held it in 11 quarters since.
Founders Financial Alliance's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.79M in Q3 2025.
706 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Founders Financial Alliance's 13F filing for Q3 2026, filed 10 Nov 2026.