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

Friday Financial’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	$1.28M	Buy	14,090 +1	+0%	+$88	0.34%	43
2026 Q1	$1.11M	Sell	14,089 -108	-0.8%	-$8.92K	0.38%	39
2025 Q4	$1.17M	Buy	14,197 +1	+0%	+$82	0.41%	38
2025 Q3	$1.14M	Hold	14,196	–	–	0.48%	31
2025 Q2	$1.06M	Buy	+14,196	New	+$985K	0.54%	30

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

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 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

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

WFS

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

Friday Financial's SPTM Position: Q2 2026 in Review

Friday Financial increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.01% in Q2 2026, buying an estimated $88 and bringing the position to 14,090 shares worth $1.28M. The position accounts for 0.34% of the portfolio, ranked #43.

Friday Financial first reported a position in SPTM in Q2 2025 and has held it in 5 quarters since. 210 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Friday Financial held 14,090 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.28M as of Q2 2026.
Friday Financial bought 1 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share in Q2 2026, an estimated $88.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.34% of Friday Financial's portfolio in Q2 2026, its #43 holding.
Friday Financial first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2025 and has held it in 5 quarters since.
210 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

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