IF
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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
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% -$9.71K 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
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 $755M AUM 20.43% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Intrua Financial's SPTM Position: Q1 2026 in Review

Intrua Financial held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q1 2026 at 11,784 shares worth $932K. The position accounts for 0.1% of the portfolio, ranked #166.

Intrua Financial first reported a position in SPTM in Q3 2020 and has held it in 23 quarters since. The position peaked at $7.3M in Q4 2023. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Intrua Financial held 11,784 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $932K as of Q1 2026.
  • Intrua Financial 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 0.1% of Intrua Financial's portfolio in Q1 2026, its #166 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 23 quarters since.
  • Intrua Financial's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $7.3M in Q4 2023.
  • 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 Intrua Financial's 13F filing for Q1 2026, filed 23 Apr 2026.