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

Kingdom Financial 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 Q3	$42.5K	Buy	461 +113	+32%	+$10.4K	0.01%	307
2026 Q2	$31.6K	Sell	348 -50	-13%	-$4.4K	0.01%	316
2026 Q1	$31.5K	Buy	398 +3	+0.8%	+$248	0.01%	327
2025 Q4	$32.6K	Buy	+395	New	+$32.3K	0.01%	299

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Keener Financial Planning Keller, Texas $283M AUM 17.22% 1-Year Est. Return

Kingdom Financial Group's SPTM Position: Q3 2026 in Review

Kingdom Financial Group increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 32% in Q3 2026, buying an estimated $10.4K and bringing the position to 461 shares worth $42.5K. The position accounts for 0.01% of the portfolio, ranked #307.

Kingdom Financial Group first reported a position in SPTM in Q4 2025 and has held it in 4 quarters since. 481 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Kingdom Financial Group held 461 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $42.5K as of Q3 2026.
Kingdom Financial Group bought 113 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $10.4K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Kingdom Financial Group's portfolio in Q3 2026, its #307 holding.
Kingdom Financial Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2025 and has held it in 4 quarters since.
481 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Kingdom Financial Group's 13F filing for Q3 2026, filed 4 Nov 2026.