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

Orin Green 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 Q2	$355K	Hold	3,913	–	–	0.13%	63
2026 Q1	$309K	Buy	3,913 +23	+0.6%	+$1.9K	0.13%	62
2025 Q4	$321K	Hold	3,890	–	–	0.13%	63
2025 Q3	$314K	Sell	3,890 -259	-6%	-$20.1K	0.13%	63
2025 Q2	$311K	Hold	4,149	–	–	0.13%	62
2025 Q1	$259K	Buy	+4,149	New	+$297K	0.12%	62
2024 Q4	–	Sell	-3,955	Closed	-$285K	–	61
2024 Q3	$277K	Hold	3,955	–	–	0.12%	61
2024 Q2	$262K	Buy	+3,955	New	+$253K	0.12%	61
2024 Q1	–	Sell	-4,096	Closed	-$250K	–	64
2023 Q4	$239K	Buy	4,096 +11	+0.3%	+$601	0.12%	63
2023 Q3	$214K	Sell	4,085 -36	-0.9%	-$1.97K	0.12%	64
2023 Q2	$224K	Buy	4,121 +14	+0.3%	+$722	0.12%	61
2023 Q1	$207K	Buy	+4,107	New	+$203K	0.11%	62
2022 Q2	–	Sell	-4,622	Closed	-$257K	–	69
2022 Q1	$257K	Hold	4,622	–	–	0.17%	57
2021 Q4	$256K	Sell	4,622 -44	-0.9%	-$2.49K	0.19%	49
2021 Q3	$247K	Hold	4,666	–	–	0.17%	59
2021 Q2	$247K	Sell	4,666 -141	-3%	-$7.3K	0.17%	60
2021 Q1	$236K	Sell	4,807 -158	-3%	-$7.55K	0.19%	59
2020 Q4	$229K	Buy	+4,965	New	+$216K	0.18%	61

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Orin Green Financial's SPTM Position: Q2 2026 in Review

Orin Green Financial held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 3,913 shares worth $355K. The position accounts for 0.13% of the portfolio, ranked #63.

Orin Green Financial first reported a position in SPTM in Q4 2020 and has held it in 18 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Orin Green Financial held 3,913 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $355K as of Q2 2026.
Orin Green Financial 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 0.13% of Orin Green Financial's portfolio in Q2 2026, its #63 holding.
Orin Green Financial first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2020 and has held it in 18 quarters since.
775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.