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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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
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
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Founders Financial Alliance's SPTM Position: Q2 2026 in Review

Founders Financial Alliance reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 87% in Q2 2026, selling an estimated $2.64M and leaving 4,389 shares worth $398K. The position accounts for 0.05% of the portfolio, ranked #274.

Founders Financial Alliance first reported a position in SPTM in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.79M in Q3 2025. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Founders Financial Alliance held 4,389 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $398K as of Q2 2026.
  • Founders Financial Alliance sold 29,968 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $2.64M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.05% of Founders Financial Alliance's portfolio in Q2 2026, its #274 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 10 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.
  • 778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.