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

IFG Advisory’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	$17.7K	Buy	+195	New	+$17.2K	﹤0.01%	1670
2020 Q3	–	Sell	-18,929	Closed	-$715K	–	418
2020 Q2	$715K	Buy	+18,929	New	+$677K	0.13%	181

Other funds holding SPTM

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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 72.54% 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 New York $1.89T AUM 35.08% 1-Year Est. Return

IFG Advisory's SPTM Position: Q2 2026 in Review

IFG Advisory opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026: 195 shares worth $17.7K. The stake represents ﹤0.01% of the portfolio and ranks #1670 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SPTM as recently as Q2 2020.

IFG Advisory first reported a position in SPTM in Q2 2020 and has held it in 2 quarters since. The position peaked at $715K in Q2 2020. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

IFG Advisory held 195 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $17.7K as of Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new IFG Advisory position in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1670 holding.
IFG Advisory first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2020 and has held it in 2 quarters since.
IFG Advisory's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $715K in Q2 2020.
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 IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.