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

Larson 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
Q2 		$4.72M Sell
51,998
-17,090
-25% -$1.5M 0.12% 140
2026
Q1 		$5.46M Sell
69,088
-11,616
-14% -$959K 0.17% 105
2025
Q4 		$6.66M Sell
80,704
-6,023
-7% -$492K 0.22% 84
2025
Q3 		$6.99M Sell
86,727
-19,006
-18% -$1.48M 0.24% 83
2025
Q2 		$7.92M Sell
105,733
-12,175
-10% -$845K 0.32% 72
2025
Q1 		$8.02M Sell
117,908
-10,671
-8% -$764K 0.38% 59
2024
Q4 		$9.18M Sell
128,579
-11,084
-8% -$798K 0.47% 49
2024
Q3 		$9.78M Sell
139,663
-8,259
-6% -$558K 0.55% 41
2024
Q2 		$9.81M Sell
147,922
-6,741
-4% -$432K 0.67% 35
2024
Q1 		$9.92M Sell
154,663
-9,645
-6% -$589K 0.77% 32
2023
Q4 		$9.6M Sell
164,308
-4,134
-2% -$226K 0.84% 30
2023
Q3 		$8.84M Sell
168,442
-2,625
-2% -$143K 0.87% 27
2023
Q2 		$9.31M Sell
171,067
-7,829
-4% -$404K 0.93% 27
2023
Q1 		$9.02M Buy
178,896
+927
+0.5% +$45.8K 0.98% 26
2022
Q4 		$8.42M Sell
177,969
-9,628
-5% -$457K 1.01% 25
2022
Q3 		$8.28M Buy
187,597
+244
+0.1% +$11.9K 1.18% 18
2022
Q2 		$8.71M Buy
187,353
+624
+0.3% +$31.5K 1.51% 19
2022
Q1 		$10.4M Buy
186,729
+586
+0.3% +$32.1K 1.66% 16
2021
Q4 		$10.9M Buy
186,143
+168
+0.1% +$9.51K 1.73% 17
2021
Q3 		$9.86M Sell
185,975
-1,399
-0.7% -$76.1K 1.96% 14
2021
Q2 		$9.93M Buy
187,374
+845
+0.5% +$43.7K 2.31% 11
2021
Q1 		$9.18M Sell
186,529
-4,302
-2% -$206K 2.7% 7
2020
Q4 		$8.79M Sell
190,831
-7,932
-4% -$346K 2.99% 5
2020
Q3 		$8.13M Buy
198,763
+10,148
+5% +$411K 3.34% 5
2020
Q2 		$7.13M Sell
188,615
-5,833
-3% -$209K 3.39% 9
2020
Q1 		$6.12M Buy
194,448
+9,504
+5% +$358K 3.82% 8
2019
Q4 		$7.37M Buy
184,944
+2,857
+2% +$109K 4.24% 6
2019
Q3 		$6.69M Buy
182,087
+2,251
+1% +$82.5K 4.37% 6
2019
Q2 		$6.56M Buy
179,836
+9,975
+6% +$357K 4.87% 7
2019
Q1 		$5.98M Buy
169,861
+10,472
+7% +$354K 4.74% 7
2018
Q4 		$4.93M Buy
159,389
+19,493
+14% +$651K 4.56% 7
2018
Q3 		$5.06M Sell
139,896
-5,487
-4% -$195K 5.79% 5
2018
Q2 		$4.94M Buy
145,383
+5,578
+4% +$188K 5.69% 5
2018
Q1 		$4.59M Buy
139,805
+118,415
+554% +$4.01M 5.39% 5
2017
Q4 		$710K Buy
+21,390
New +$692K 0.6% 30

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

Larson Financial Group's SPTM Position: Q2 2026 in Review

Larson Financial Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 25% in Q2 2026, selling an estimated $1.5M and leaving 51,998 shares worth $4.72M. The position accounts for 0.12% of the portfolio, ranked #140.

Larson Financial Group first reported a position in SPTM in Q4 2017 and has held it in 35 quarters since. The position peaked at $10.9M in Q4 2021. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Larson Financial Group held 51,998 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $4.72M as of Q2 2026.
  • Larson Financial Group sold 17,090 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $1.5M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.12% of Larson Financial Group's portfolio in Q2 2026, its #140 holding.
  • Larson Financial Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2017 and has held it in 35 quarters since.
  • Larson Financial Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $10.9M in Q4 2021.
  • 775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.