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

HRT 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 Q1	$858K	Buy	10,857 +6,076	+127%	+$502K	﹤0.01%	2161
2025 Q4	$394K	Sell	4,781 -48,287	-91%	-$3.95M	﹤0.01%	2234
2025 Q3	$4.28M	Buy	+53,068	New	+$4.12M	0.02%	746
2025 Q2	–	Sell	-7,623	Closed	-$518K	–	3471
2025 Q1	$518K	Buy	+7,623	New	+$546K	﹤0.01%	1448
2024 Q4	–	Sell	-10,474	Closed	-$733K	–	3183
2024 Q3	$733K	Buy	+10,474	New	+$707K	﹤0.01%	1403
2024 Q2	–	Sell	-5,508	Closed	-$353K	–	3048
2024 Q1	$353K	Buy	+5,508	New	+$336K	﹤0.01%	1457

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

HRT Financial's SPTM Position: Q1 2026 in Review

HRT Financial increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 127% in Q1 2026, buying an estimated $502K and bringing the position to 10,857 shares worth $858K. The position accounts for ﹤0.01% of the portfolio, ranked #2161.

HRT Financial first reported a position in SPTM in Q1 2024 and has held it in 6 quarters since. The position peaked at $4.28M in Q3 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

HRT Financial held 10,857 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $858K as of Q1 2026.
HRT Financial bought 6,076 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $502K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of HRT Financial's portfolio in Q1 2026, its #2161 holding.
HRT Financial first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2024 and has held it in 6 quarters since.
HRT Financial's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $4.28M in Q3 2025.
743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.