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

McClarren 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 Q3	$1.58M	Sell	17,126 -888	-5%	-$81.8K	0.8%	23
2026 Q2	$1.64M	Sell	18,014 -952	-5%	-$83.8K	0.85%	20
2026 Q1	$1.5M	Buy	18,966 +14,338	+310%	+$1.18M	0.89%	20
2025 Q4	$1.54M	Sell	4,628 -11,880	-72%	-$971K	0.92%	21
2025 Q3	$1.53M	Sell	16,508 -2,942	-15%	-$229K	0.94%	21
2025 Q2	$1.46M	Buy	19,450 +2,296	+13%	+$159K	0.95%	21
2025 Q1	$1.33M	Sell	17,154 -2,415	-12%	-$173K	0.88%	19
2024 Q4	$1.4M	Buy	19,569 +1,769	+10%	+$127K	3.92%	3
2024 Q3	$45M	Buy	17,800 +15,810	+794%	+$1.07M	5.65%	5
2024 Q2	$1.61M	Sell	1,990 -23,373	-92%	-$1.5M	1.13%	16
2024 Q1	$1.63M	Sell	25,363 -141	-0.6%	-$8.6K	1.17%	17
2023 Q4	$1.49M	Buy	25,504 +43	+0.2%	+$2.35K	1.14%	17
2023 Q3	$1.33M	Sell	25,461 -1,897	-7%	-$104K	1.16%	17
2023 Q2	$1.49M	Sell	27,358 -499	-2%	-$25.7K	1.23%	15
2023 Q1	$1.39M	Sell	27,857 -592	-2%	-$29.2K	1.26%	17
2022 Q4	$1.34M	Buy	28,449 +1,545	+6%	+$73.4K	1.28%	16
2022 Q3	$1.19M	Buy	+26,904	New	+$1.32M	1.18%	17
2022 Q2	–	Sell	-30,427	Closed	-$1.69M	–	235
2022 Q1	$1.69M	Buy	30,427 +64	+0.2%	+$3.51K	1.22%	15
2021 Q4	$1.77M	Sell	30,363 -434	-1%	-$24.6K	1.21%	15
2021 Q3	$1.63M	Sell	30,797 -5,753	-16%	-$313K	1.27%	12
2021 Q2	$1.94M	Sell	36,550 -7,207	-16%	-$373K	1.57%	12
2021 Q1	$2.15M	Buy	43,757 +440	+1%	+$21K	1.92%	12
2020 Q4	$2M	Buy	+43,317	New	+$1.89M	1.92%	12

Other funds holding SPTM

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

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

SPWG

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

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

McClarren Financial Advisors's SPTM Position: Q3 2026 in Review

McClarren Financial Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 4.9% in Q3 2026, selling an estimated $81.8K and leaving 17,126 shares worth $1.58M. The position accounts for 0.8% of the portfolio, ranked #23.

McClarren Financial Advisors first reported a position in SPTM in Q4 2020 and has held it in 23 quarters since. The position peaked at $45M in Q3 2024. 114 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

McClarren Financial Advisors held 17,126 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.58M as of Q3 2026.
McClarren Financial Advisors sold 888 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $81.8K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.8% of McClarren Financial Advisors's portfolio in Q3 2026, its #23 holding.
McClarren Financial Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
McClarren Financial Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $45M in Q3 2024.
114 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on McClarren Financial Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.