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

IRON 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 Q2	$11.5M	Sell	127,201 -1,614	-1%	-$142K	4.77%	5
2026 Q1	$10.2M	Buy	128,815 +111	+0.1%	+$9.17K	4.45%	5
2025 Q4	$10.6M	Sell	128,704 -2,780	-2%	-$227K	4.88%	5
2025 Q3	$10.6M	Sell	131,484 -61	-0%	-$4.74K	5.08%	5
2025 Q2	$9.85M	Sell	131,545 -1,320	-1%	-$91.6K	5.11%	6
2025 Q1	$9.04M	Buy	132,865 +1,573	+1%	+$113K	5.07%	6
2024 Q4	$9.38M	Sell	131,292 -2,576	-2%	-$185K	5.27%	6
2024 Q3	$9.38M	Sell	133,868 -1,802	-1%	-$122K	5.1%	5
2024 Q2	$9M	Sell	135,670 -11,471	-8%	-$734K	5.05%	5
2024 Q1	$9.44M	Sell	147,141 -3,613	-2%	-$220K	5.26%	5
2023 Q4	$8.81M	Sell	150,754 -7,033	-4%	-$384K	5%	5
2023 Q3	$8.28M	Sell	157,787 -7,113	-4%	-$389K	4.81%	5
2023 Q2	$8.98M	Buy	164,900 +22,646	+16%	+$1.17M	4.82%	5
2023 Q1	$7.17M	Buy	142,254 +32,800	+30%	+$1.62M	3.94%	9
2022 Q4	$5.18M	Sell	109,454 -3,097	-3%	-$147K	2.97%	9
2022 Q3	$4.96M	Buy	112,551 +3,242	+3%	+$159K	2.73%	11
2022 Q2	$5.08M	Sell	109,309 -7,764	-7%	-$392K	2.66%	12
2022 Q1	$6.51M	Buy	117,073 +45,054	+63%	+$2.47M	3%	9
2021 Q4	$4.21M	Buy	72,019 +9,519	+15%	+$539K	1.88%	11
2021 Q3	$3.31M	Sell	62,500 -6,406	-9%	-$349K	1.59%	14
2021 Q2	$3.65M	Sell	68,906 -7,408	-10%	-$383K	1.71%	14
2021 Q1	$3.75M	Sell	76,314 -137,190	-64%	-$6.56M	1.98%	15
2020 Q4	$9.84M	Sell	213,504 -2,637	-1%	-$115K	4.95%	7
2020 Q3	$8.84M	Sell	216,141 -7,947	-4%	-$322K	4.88%	7
2020 Q2	$8.47M	Buy	224,088 +9,073	+4%	+$325K	4.36%	7
2020 Q1	$6.76M	Buy	215,015 +6,259	+3%	+$235K	4.23%	8
2019 Q4	$8.32M	Buy	208,756 +41,942	+25%	+$1.6M	3.97%	11
2019 Q3	$6.13M	Sell	166,814 -131,865	-44%	-$4.83M	4.56%	6
2019 Q2	$10.5M	Sell	298,679 -271,184	-48%	-$9.72M	9.81%	3
2019 Q1	$20M	Buy	569,863 +33,318	+6%	+$1.13M	12.68%	1
2018 Q4	$16.6M	Buy	536,545 +35,655	+7%	+$1.19M	12.91%	3
2018 Q3	$18.1M	Buy	500,890 +32,583	+7%	+$1.16M	12.17%	1
2018 Q2	$15.9M	Buy	468,307 +281,732	+151%	+$9.51M	8.64%	4
2018 Q1	$6.12M	Buy	+186,575	New	+$6.32M	3.93%	7

Other funds holding SPTM

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

KFP

Keener Financial Planning Keller, Texas $280M AUM 25.41% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

IRON Financial's SPTM Position: Q2 2026 in Review

IRON Financial reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.3% in Q2 2026, selling an estimated $142K and leaving 127,201 shares worth $11.5M. The position accounts for 4.77% of the portfolio, ranked #5.

IRON Financial first reported a position in SPTM in Q1 2018 and has held it in 34 quarters since. The position peaked at $20M in Q1 2019. 389 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

IRON Financial held 127,201 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $11.5M as of Q2 2026.
IRON Financial sold 1,614 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $142K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 4.77% of IRON Financial's portfolio in Q2 2026, its #5 holding.
IRON Financial first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2018 and has held it in 34 quarters since.
IRON Financial's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $20M in Q1 2019.
389 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.