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

Intrua 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 Q3	$1.04M	Buy	11,313 +4	+0%	+$369	0.1%	152
2026 Q2	$1.03M	Sell	11,309 -475	-4%	-$41.8K	0.09%	160
2026 Q1	$932K	Hold	11,784	–	–	0.1%	166
2025 Q4	$972K	Buy	11,784 +2,055	+21%	+$168K	0.1%	155
2025 Q3	$785K	Sell	9,729 -647	-6%	-$50.3K	0.09%	182
2025 Q2	$777K	Sell	10,376 -175	-2%	-$12.1K	0.1%	147
2025 Q1	$718K	Sell	10,551 -879	-8%	-$62.9K	0.1%	142
2024 Q4	$816K	Sell	11,430 -135	-1%	-$9.7K	0.13%	129
2024 Q3	$810K	Sell	11,565 -3	-0%	-$203	0.12%	144
2024 Q2	$768K	Sell	11,568 -30	-0.3%	-$1.92K	0.11%	160
2024 Q1	$744K	Sell	11,598 -113,336	-91%	-$6.92M	0.11%	176
2023 Q4	$7.3M	Buy	124,934 +44,567	+55%	+$2.43M	1.07%	15
2023 Q3	$4.22M	Sell	80,367 -22,930	-22%	-$1.25M	0.71%	30
2023 Q2	$5.62M	Buy	103,297 +1,793	+2%	+$92.5K	0.95%	26
2023 Q1	$5.14M	Buy	101,504 +18,747	+23%	+$926K	1.07%	22
2022 Q4	$3.98M	Buy	82,757 +7,006	+9%	+$333K	0.92%	23
2022 Q3	$3.34M	Sell	75,751 -1,580	-2%	-$77.4K	0.89%	25
2022 Q2	$3.59M	Buy	77,331 +46,904	+154%	+$2.37M	0.76%	27
2022 Q1	$1.69M	Sell	30,427 -3,521	-10%	-$193K	0.3%	67
2021 Q4	$1.98M	Buy	33,948 +4,177	+14%	+$236K	0.35%	57
2021 Q3	$1.66M	Buy	29,771 +1,461	+5%	+$79.5K	0.31%	74
2021 Q2	$1.55M	Sell	28,310 -16,908	-37%	-$875K	0.37%	58
2021 Q1	$2.34M	Buy	45,218 +35,553	+368%	+$1.7M	0.6%	31
2020 Q4	$445K	Sell	9,665 -5,092	-35%	-$222K	0.2%	110
2020 Q3	$649K	Buy	+14,757	New	+$598K	0.32%	65

Other funds holding SPTM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Intrua Financial's SPTM Position: Q3 2026 in Review

Intrua Financial increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.04% in Q3 2026, buying an estimated $369 and bringing the position to 11,313 shares worth $1.04M. The position accounts for 0.1% of the portfolio, ranked #152.

Intrua Financial first reported a position in SPTM in Q3 2020 and has held it in 25 quarters since. The position peaked at $7.3M in Q4 2023. 706 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Intrua Financial held 11,313 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.04M as of Q3 2026.
Intrua Financial bought 4 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $369.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.1% of Intrua Financial's portfolio in Q3 2026, its #152 holding.
Intrua Financial first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2020 and has held it in 25 quarters since.
Intrua Financial's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $7.3M in Q4 2023.
706 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Intrua Financial's 13F filing for Q3 2026, filed 28 Oct 2026.