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

Morling 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	$1.28M	Sell	16,160 -717	-4%	-$59.2K	0.39%	25
2025 Q4	$1.39M	Sell	16,877 -1,499	-8%	-$123K	0.44%	24
2025 Q3	$1.48M	Sell	18,376 -2,158	-11%	-$168K	0.49%	23
2025 Q2	$1.54M	Sell	20,534 -80	-0.4%	-$5.55K	0.5%	23
2025 Q1	$1.4M	Sell	20,614 -269	-1%	-$19.3K	0.48%	23
2024 Q4	$1.49M	Sell	20,883 -477	-2%	-$34.3K	0.52%	21
2024 Q3	$1.5M	Sell	21,360 -187	-0.9%	-$12.6K	0.57%	21
2024 Q2	$1.43M	Sell	21,547 -1,167	-5%	-$74.7K	0.62%	20
2024 Q1	$1.46M	Sell	22,714 -1,270	-5%	-$77.5K	0.83%	16
2023 Q4	$1.4M	Sell	23,984 -689	-3%	-$37.6K	1.13%	15
2023 Q3	$1.3M	Sell	24,673 -1,564	-6%	-$85.5K	1.28%	15
2023 Q2	$1.43M	Sell	26,237 -119	-0.5%	-$6.14K	1.37%	14
2023 Q1	$1.33M	Sell	26,356 -816	-3%	-$40.3K	1.43%	15
2022 Q4	$1.28M	Sell	27,172 -600	-2%	-$28.5K	1.64%	14
2022 Q3	$1.23M	Sell	27,772 -1,194	-4%	-$58.5K	1.67%	15
2022 Q2	$1.35M	Sell	28,966 -287	-1%	-$14.5K	1.76%	13
2022 Q1	$1.63M	Sell	29,253 -2,533	-8%	-$139K	2.06%	11
2021 Q4	$1.86M	Buy	+31,786	New	+$1.8M	1.78%	10

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 $651M AUM 15.34% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

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

Morling Financial Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 4.2% in Q1 2026, selling an estimated $59.2K and leaving 16,160 shares worth $1.28M. The position accounts for 0.39% of the portfolio, ranked #25.

Morling Financial Advisors first reported a position in SPTM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.86M in Q4 2021. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Morling Financial Advisors held 16,160 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.28M as of Q1 2026.
Morling Financial Advisors sold 717 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $59.2K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.39% of Morling Financial Advisors's portfolio in Q1 2026, its #25 holding.
Morling Financial Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
Morling Financial Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.86M in Q4 2021.
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 Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.