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Freedom Day Solutions’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Freedom Day Solutions’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 		$11.2M Sell
123,130
-1,205
-1% -$106K 2.47% 5
2026
Q1 		$9.83M Sell
124,335
-2,344
-2% -$194K 2.64% 4
2025
Q4 		$10.5M Sell
126,679
-1,164
-0.9% -$95.2K 2.84% 3
2025
Q3 		$10.3M Buy
127,843
+1,117
+0.9% +$86.8K 2.8% 2
2025
Q2 		$9.49M Sell
126,726
-20,734
-14% -$1.44M 2.82% 2
2025
Q1 		$10M Sell
147,460
-3,374
-2% -$242K 3.07% 2
2024
Q4 		$10.8M Buy
150,834
+1,765
+1% +$127K 3.22% 2
2024
Q3 		$10.4M Buy
149,069
+3,083
+2% +$208K 3.25% 2
2024
Q2 		$9.69M Buy
145,986
+14,984
+11% +$959K 3.28% 2
2024
Q1 		$8.4M Sell
131,002
-1,819
-1% -$111K 2.98% 2
2023
Q4 		$7.76M Buy
132,821
+4,528
+4% +$247K 3.04% 3
2023
Q3 		$6.73M Buy
128,293
+5,072
+4% +$277K 2.95% 3
2023
Q2 		$6.71M Buy
123,221
+5,277
+4% +$272K 2.98% 3
2023
Q1 		$5.96M Buy
117,944
+13,203
+13% +$652K 2.82% 3
2022
Q4 		$4.95M Buy
104,741
+8,287
+9% +$394K 2.47% 3
2022
Q3 		$4.25M Buy
96,454
+14,219
+17% +$696K 2.3% 4
2022
Q2 		$3.82M Buy
82,235
+18,196
+28% +$919K 1.92% 4
2022
Q1 		$3.56M Buy
64,039
+10,540
+20% +$578K 1.52% 8
2021
Q4 		$3.13M Buy
53,499
+14,560
+37% +$824K 1.26% 23
2021
Q3 		$2.06M Buy
38,939
+24,253
+165% +$1.32M 0.96% 46
2021
Q2 		$778K Buy
+14,686
New +$760K 0.37% 78

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

Freedom Day Solutions's SPTM Position: Q2 2026 in Review

Freedom Day Solutions reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.97% in Q2 2026, selling an estimated $106K and leaving 123,130 shares worth $11.2M. The position accounts for 2.47% of the portfolio, ranked #5.

Freedom Day Solutions first reported a position in SPTM in Q2 2021 and has held it in 21 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Freedom Day Solutions held 123,130 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $11.2M as of Q2 2026.
  • Freedom Day Solutions sold 1,205 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $106K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 2.47% of Freedom Day Solutions's portfolio in Q2 2026, its #5 holding.
  • Freedom Day Solutions first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2021 and has held it in 21 quarters since.
  • 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 Freedom Day Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.