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

Laraway Financial Advisors’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	$569K	Buy	7,198 +882	+14%	+$72.8K	0.4%	64
2025 Q4	$521K	Buy	6,316 +1,077	+21%	+$88.1K	0.34%	71
2025 Q3	$422K	Buy	5,239 +1,422	+37%	+$111K	0.29%	79
2025 Q2	$286K	Buy	3,817 +533	+16%	+$37K	0.22%	104
2025 Q1	$223K	Buy	+3,284	New	+$235K	0.18%	114

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Laraway Financial Advisors's SPTM Position: Q1 2026 in Review

Laraway Financial Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 14% in Q1 2026, buying an estimated $72.8K and bringing the position to 7,198 shares worth $569K. The position accounts for 0.4% of the portfolio, ranked #64.

Laraway Financial Advisors first reported a position in SPTM in Q1 2025 and has held it in 5 quarters since. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Laraway Financial Advisors held 7,198 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $569K as of Q1 2026.
Laraway Financial Advisors bought 882 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $72.8K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.4% of Laraway Financial Advisors's portfolio in Q1 2026, its #64 holding.
Laraway Financial Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2025 and has held it in 5 quarters since.
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 Laraway Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.