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

OLIO Financial Planning’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	$934K	Hold	10,142	–	–	0.23%	25
2026 Q2	$921K	Hold	10,142	–	–	0.23%	26
2026 Q1	$802K	Hold	10,142	–	–	0.22%	26
2025 Q4	$837K	Hold	10,142	–	–	0.23%	27
2025 Q3	$818K	Hold	10,142	–	–	0.24%	26
2025 Q2	$760K	Hold	10,142	–	–	0.24%	27
2025 Q1	$690K	Hold	10,142	–	–	0.24%	28
2024 Q4	$724K	Sell	10,142 -1,570	-13%	-$113K	0.25%	27
2024 Q3	$687K	Hold	11,712	–	–	0.29%	30
2024 Q2	$687K	Hold	11,712	–	–	0.29%	30
2024 Q1	$687K	Hold	11,712	–	–	0.29%	30
2023 Q4	$687K	Sell	11,712 -43	-0.4%	-$2.35K	0.29%	30
2023 Q3	$617K	Hold	11,755	–	–	0.29%	30
2023 Q2	$640K	Hold	11,755	–	–	0.3%	28
2023 Q1	$593K	Hold	11,755	–	–	0.31%	27
2022 Q4	$604K	Buy	11,755 +56	+0.5%	+$2.66K	0.33%	27
2022 Q3	$516K	Hold	11,699	–	–	0.31%	27
2022 Q2	$544K	Hold	11,699	–	–	0.31%	28
2022 Q1	$650K	Sell	11,699 -925	-7%	-$50.7K	0.37%	28
2021 Q4	$738K	Buy	+12,624	New	+$714K	0.44%	21

Other funds holding SPTM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

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

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

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

MHR

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

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

Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

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

OLIO Financial Planning's SPTM Position: Q3 2026 in Review

OLIO Financial Planning held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q3 2026 at 10,142 shares worth $934K. The position accounts for 0.23% of the portfolio, ranked #25.

OLIO Financial Planning first reported a position in SPTM in Q4 2021 and has held it in 20 quarters since. 246 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

OLIO Financial Planning held 10,142 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $934K as of Q3 2026.
OLIO Financial Planning left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.23% of OLIO Financial Planning's portfolio in Q3 2026, its #25 holding.
OLIO Financial Planning first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and has held it in 20 quarters since.
246 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on OLIO Financial Planning's 13F filing for Q3 2026, filed 22 Oct 2026.