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 Q3	$1.29M	Sell	14,012 -78	-0.6%	-$7.19K	0.26%	55
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Friday Financial's SPTM Position: Q3 2026 in Review

Friday Financial reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.55% in Q3 2026, selling an estimated $7.19K and leaving 14,012 shares worth $1.29M. The position accounts for 0.26% of the portfolio, ranked #55.

Friday Financial first reported a position in SPTM in Q2 2025 and has held it in 6 quarters since. 221 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Friday Financial held 14,012 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.29M as of Q3 2026.
Friday Financial sold 78 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $7.19K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.26% of Friday Financial's portfolio in Q3 2026, its #55 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 6 quarters since.
221 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Friday Financial's 13F filing for Q3 2026, filed 9 Oct 2026.