IRON Financial
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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
Q3 		$11.7M Buy
127,472
+271
+0.2% +$25K 4.88% 5
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 		$9.9M 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 		$9.8M 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% -$9.7M 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% +$9.5M 8.64% 4
2018
Q1 		$6.12M Buy
+186,575
New +$6.32M 3.93% 7

Other funds holding SPTM

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealthcare Advisory Partners
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
Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Blueprint Investment Partners
Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
Voisard Asset Management Group
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

IRON Financial's SPTM Position: Q3 2026 in Review

IRON Financial increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.21% in Q3 2026, buying an estimated $25K and bringing the position to 127,472 shares worth $11.7M. The position accounts for 4.88% of the portfolio, ranked #5.

IRON Financial first reported a position in SPTM in Q1 2018 and has held it in 35 quarters since. The position peaked at $20M in Q1 2019. 341 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • IRON Financial held 127,472 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $11.7M as of Q3 2026.
  • IRON Financial bought 271 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $25K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 4.88% of IRON Financial's portfolio in Q3 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 35 quarters since.
  • IRON Financial's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $20M in Q1 2019.
  • 341 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on IRON Financial's 13F filing for Q3 2026, filed 23 Oct 2026.