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 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

OLIO Financial Planning's SPTM Position: Q2 2026 in Review

OLIO Financial Planning held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 10,142 shares worth $921K. The position accounts for 0.23% of the portfolio, ranked #26.

OLIO Financial Planning first reported a position in SPTM in Q4 2021 and has held it in 19 quarters since. 183 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

OLIO Financial Planning held 10,142 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $921K as of Q2 2026.
OLIO Financial Planning left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.23% of OLIO Financial Planning's portfolio in Q2 2026, its #26 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 19 quarters since.
183 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.