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

Independent Financial Group’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 		$10.9M Buy
119,895
+1,486
+1% +$131K 0.2% 94
2026
Q1 		$9.36M Buy
118,409
+502
+0.4% +$41.5K 0.21% 95
2025
Q4 		$9.73M Buy
117,907
+759
+0.6% +$62.1K 0.22% 88
2025
Q3 		$9.45M Buy
117,148
+542
+0.5% +$42.1K 0.23% 78
2025
Q2 		$8.73M Buy
116,606
+11,593
+11% +$805K 0.24% 73
2025
Q1 		$7.14M Buy
105,013
+476
+0.5% +$34.1K 0.25% 74
2024
Q4 		$7.47M Sell
104,537
-1,143
-1% -$82.3K 0.25% 73
2024
Q3 		$7.4M Buy
105,680
+1,617
+2% +$109K 0.27% 69
2024
Q2 		$6.9M Buy
104,063
+375
+0.4% +$24K 0.28% 68
2024
Q1 		$6.65M Sell
103,688
-2,603
-2% -$159K 0.31% 69
2023
Q4 		$6.21M Sell
106,291
-488
-0.5% -$26.6K 0.33% 57
2023
Q3 		$5.6M Buy
106,779
+590
+0.6% +$32.2K 0.36% 47
2023
Q2 		$5.78M Buy
106,189
+1,862
+2% +$96.1K 0.4% 43
2023
Q1 		$5.26M Buy
104,327
+315
+0.3% +$15.6K 0.42% 43
2022
Q4 		$4.92M Sell
104,012
-1,061
-1% -$50.4K 0.42% 39
2022
Q3 		$4.63M Buy
+105,073
New +$5.14M 0.42% 35

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

Independent Financial Group's SPTM Position: Q2 2026 in Review

Independent Financial Group increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.3% in Q2 2026, buying an estimated $131K and bringing the position to 119,895 shares worth $10.9M. The position accounts for 0.2% of the portfolio, ranked #94.

Independent Financial Group first reported a position in SPTM in Q3 2022 and has held it in 16 quarters since. 749 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Independent Financial Group held 119,895 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $10.9M as of Q2 2026.
  • Independent Financial Group bought 1,486 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $131K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.2% of Independent Financial Group's portfolio in Q2 2026, its #94 holding.
  • Independent Financial Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2022 and has held it in 16 quarters since.
  • 749 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.