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

Intrepid Financial Planning 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	$547K	Buy	6,023 +230	+4%	+$20.2K	0.19%	73
2026 Q1	$458K	Hold	5,793	–	–	0.18%	80
2025 Q4	$478K	Sell	5,793 -51	-0.9%	-$4.17K	0.18%	77
2025 Q3	$471K	Hold	5,844	–	–	0.18%	78
2025 Q2	$438K	Sell	5,844 -150	-3%	-$10.4K	0.18%	78
2025 Q1	$408K	Sell	5,994 -870	-13%	-$62.3K	0.19%	79
2024 Q4	$490K	Sell	6,864 -725	-10%	-$52.2K	0.21%	72
2024 Q3	$532K	Hold	7,589	–	–	0.23%	69
2024 Q2	$504K	Sell	7,589 -1	-0%	-$64	0.22%	69
2024 Q1	$487K	Sell	7,590 -15	-0.2%	-$915	0.21%	76
2023 Q4	$445K	Sell	7,605 -460	-6%	-$25.1K	0.21%	73
2023 Q3	$423K	Sell	8,065 -220	-3%	-$12K	0.22%	68
2023 Q2	$451K	Hold	8,285	–	–	0.22%	69
2023 Q1	$418K	Hold	8,285	–	–	0.21%	70
2022 Q4	$392K	Sell	8,285 -287	-3%	-$13.6K	0.21%	68
2022 Q3	$378K	Hold	8,572	–	–	0.21%	64
2022 Q2	$398K	Buy	+8,572	New	+$433K	0.22%	65

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

Intrepid Financial Planning Group's SPTM Position: Q2 2026 in Review

Intrepid Financial Planning Group increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 4% in Q2 2026, buying an estimated $20.2K and bringing the position to 6,023 shares worth $547K. The position accounts for 0.19% of the portfolio, ranked #73.

Intrepid Financial Planning Group first reported a position in SPTM in Q2 2022 and has held it in 17 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Intrepid Financial Planning Group held 6,023 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $547K as of Q2 2026.
Intrepid Financial Planning Group bought 230 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $20.2K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.19% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #73 holding.
Intrepid Financial Planning Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2022 and has held it in 17 quarters since.
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 Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.