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

Goodman 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 		$593K Buy
6,536
+362
+6% +$31.9K 0.09% 58
2026
Q1 		$488K Sell
6,174
-57
-0.9% -$4.71K 0.08% 60
2025
Q4 		$514K Buy
6,231
+81
+1% +$6.62K 0.1% 52
2025
Q3 		$496K Buy
6,150
+814
+15% +$63.3K 0.1% 49
2025
Q2 		$400K Sell
5,336
-229
-4% -$15.9K 0.08% 49
2025
Q1 		$378K Sell
5,565
-2,956
-35% -$212K 0.08% 49
2024
Q4 		$609K Sell
8,521
-62
-0.7% -$4.46K 0.13% 45
2024
Q3 		$601K Buy
8,583
+146
+2% +$9.86K 0.13% 40
2024
Q2 		$560K Buy
8,437
+1,326
+19% +$84.9K 0.12% 44
2024
Q1 		$456K Sell
7,111
-452
-6% -$27.6K 0.1% 44
2023
Q4 		$442K Sell
7,563
-2,967
-28% -$162K 0.12% 38
2023
Q3 		$553K Sell
10,530
-545
-5% -$29.8K 0.16% 34
2023
Q2 		$603K Sell
11,075
-614
-5% -$31.7K 0.17% 36
2023
Q1 		$589K Buy
11,689
+435
+4% +$21.5K 0.17% 36
2022
Q4 		$532K Buy
11,254
+713
+7% +$33.9K 0.17% 36
2022
Q3 		$465K Sell
10,541
-1,907
-15% -$93.4K 0.16% 37
2022
Q2 		$579K Sell
12,448
-766
-6% -$38.7K 0.19% 38
2022
Q1 		$734K Sell
13,214
-283
-2% -$15.5K 0.21% 37
2021
Q4 		$789K Sell
13,497
-145
-1% -$8.21K 0.21% 38
2021
Q3 		$723K Buy
13,642
+1,070
+9% +$58.2K 0.2% 38
2021
Q2 		$666K Sell
12,572
-587
-4% -$30.4K 0.2% 36
2021
Q1 		$647K Buy
13,159
+8,271
+169% +$396K 0.21% 36
2020
Q4 		$225K Buy
+4,888
New +$213K 0.08% 46

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

Goodman Financial's SPTM Position: Q2 2026 in Review

Goodman Financial increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 5.9% in Q2 2026, buying an estimated $31.9K and bringing the position to 6,536 shares worth $593K. The position accounts for 0.09% of the portfolio, ranked #58.

Goodman Financial first reported a position in SPTM in Q4 2020 and has held it in 23 quarters since. The position peaked at $789K in Q4 2021. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Goodman Financial held 6,536 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $593K as of Q2 2026.
  • Goodman Financial bought 362 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $31.9K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.09% of Goodman Financial's portfolio in Q2 2026, its #58 holding.
  • Goodman Financial first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • Goodman Financial's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $789K in Q4 2021.
  • 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 Goodman Financial's 13F filing for Q2 2026, filed 29 Jul 2026.