Nikulski Financial
SPTM icon

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

Nikulski 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
Q3 		$786K Sell
8,534
-207
-2% -$19.1K 0.17% 97
2026
Q2 		$794K Sell
8,741
-116
-1% -$10.2K 0.17% 108
2026
Q1 		$700K Sell
8,857
-1,355
-13% -$112K 0.17% 106
2025
Q4 		$843K Sell
10,212
-1,723
-14% -$141K 0.2% 95
2025
Q3 		$963K Sell
11,935
-1,355
-10% -$105K 0.24% 83
2025
Q2 		$995K Sell
13,290
-1,358
-9% -$94.2K 0.27% 77
2025
Q1 		$996K Sell
14,648
-165
-1% -$11.8K 0.3% 72
2024
Q4 		$1.06M Buy
14,813
+361
+2% +$26K 0.31% 72
2024
Q3 		$1.01M Buy
14,452
+95
+0.7% +$6.42K 0.3% 73
2024
Q2 		$953K Sell
14,357
-155
-1% -$9.9K 0.3% 73
2024
Q1 		$931K Sell
14,512
-512
-3% -$31.2K 0.31% 72
2023
Q4 		$878K Sell
15,024
-66
-0.4% -$3.6K 0.32% 76
2023
Q3 		$792K Buy
15,090
+159
+1% +$8.69K 0.33% 75
2023
Q2 		$813K Buy
14,931
+156
+1% +$8.05K 0.34% 73
2023
Q1 		$745K Buy
14,775
+284
+2% +$14K 0.33% 71
2022
Q4 		$685K Sell
14,491
-1,620
-10% -$77K 0.33% 66
2022
Q3 		$711K Buy
16,111
+533
+3% +$26.1K 0.37% 61
2022
Q2 		$724K Buy
15,578
+523
+3% +$26.4K 0.36% 61
2022
Q1 		$837K Buy
15,055
+2,130
+16% +$117K 0.35% 73
2021
Q4 		$755K Buy
12,925
+2,474
+24% +$140K 0.32% 72
2021
Q3 		$554K Buy
10,451
+483
+5% +$26.3K 0.26% 80
2021
Q2 		$535K Buy
9,968
+1,823
+22% +$94.3K 0.25% 83
2021
Q1 		$401K Buy
8,145
+138
+2% +$6.6K 0.21% 87
2020
Q4 		$369K Buy
8,007
+1,335
+20% +$58.2K 0.2% 85
2020
Q3 		$273K Buy
6,672
+131
+2% +$5.3K 0.17% 95
2020
Q2 		$247K Sell
6,541
-296
-4% -$10.6K 0.17% 95
2020
Q1 		$215K Buy
6,837
+910
+15% +$34.2K 0.19% 90
2019
Q4 		$239K Buy
+5,927
New +$226K 0.17% 83

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Hughes Financial Services
Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Nikulski Financial's SPTM Position: Q3 2026 in Review

Nikulski Financial reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.4% in Q3 2026, selling an estimated $19.1K and leaving 8,534 shares worth $786K. The position accounts for 0.17% of the portfolio, ranked #97.

Nikulski Financial first reported a position in SPTM in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.06M in Q4 2024. 563 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Nikulski Financial held 8,534 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $786K as of Q3 2026.
  • Nikulski Financial sold 207 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $19.1K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.17% of Nikulski Financial's portfolio in Q3 2026, its #97 holding.
  • Nikulski Financial first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and has held it in 28 quarters since.
  • Nikulski Financial's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.06M in Q4 2024.
  • 563 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Nikulski Financial's 13F filing for Q3 2026, filed 6 Nov 2026.