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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
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 $651M AUM 15.34% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Intrepid Financial Planning Group's SPTM Position: Q1 2026 in Review

Intrepid Financial Planning Group held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q1 2026 at 5,793 shares worth $458K. The position accounts for 0.18% of the portfolio, ranked #80.

Intrepid Financial Planning Group first reported a position in SPTM in Q2 2022 and has held it in 16 quarters since. The position peaked at $532K in Q3 2024. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Intrepid Financial Planning Group held 5,793 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $458K as of Q1 2026.
  • Intrepid Financial Planning Group left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.18% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #80 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 16 quarters since.
  • Intrepid Financial Planning Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $532K in Q3 2024.
  • 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 Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.