BFC Planning, Inc.’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

BFC Planning, Inc.’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	$21.4M	Sell	235,676 -110,327	-32%	-$9.7M	0.87%	14
2026 Q1	$27.4M	Buy	346,003 +127,529	+58%	+$10.5M	1.22%	9
2025 Q4	$18M	Buy	218,474 +198,612	+1,000%	+$16.2M	0.8%	15
2025 Q3	$1.6M	Sell	19,862 -146	-0.7%	-$11.3K	0.12%	156
2025 Q2	$1.5M	Sell	20,008 -52	-0.3%	-$3.61K	0.12%	163
2025 Q1	$1.36M	Sell	20,060 -1,564	-7%	-$112K	0.12%	165
2024 Q4	$1.54M	Buy	+21,624	New	+$1.56M	0.13%	146

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.53% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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 $755M AUM 20.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFC Planning, Inc.'s SPTM Position: Q2 2026 in Review

BFC Planning, Inc. reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 32% in Q2 2026, selling an estimated $9.7M and leaving 235,676 shares worth $21.4M. The position accounts for 0.87% of the portfolio, ranked #14.

BFC Planning, Inc. first reported a position in SPTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $27.4M in Q1 2026. 785 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

BFC Planning, Inc. held 235,676 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $21.4M as of Q2 2026.
BFC Planning, Inc. sold 110,327 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $9.7M.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.87% of BFC Planning, Inc.'s portfolio in Q2 2026, its #14 holding.
BFC Planning, Inc. first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $27.4M in Q1 2026.
785 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.