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

Krilogy 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 		$924K Hold
10,177
– – 0.03% 424
2026
Q1 		$867K Sell
10,177
-221
-2% -$18.3K 0.03% 415
2025
Q4 		$874K Sell
10,398
-57
-0.5% -$4.66K 0.03% 383
2025
Q3 		$856K Buy
+10,455
New +$812K 0.03% 369

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Krilogy Financial's SPTM Position: Q2 2026 in Review

Krilogy Financial held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 10,177 shares worth $924K. The position accounts for 0.03% of the portfolio, ranked #424.

Krilogy Financial first reported a position in SPTM in Q3 2025 and has held it in 4 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Krilogy Financial held 10,177 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $924K as of Q2 2026.
  • Krilogy Financial left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.03% of Krilogy Financial's portfolio in Q2 2026, its #424 holding.
  • Krilogy Financial first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.