Paladin Advisory Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Paladin Advisory Group’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
2023 Q1	–	Sell	-266	Closed	-$12.6K	–	464
2022 Q4	$12.6K	Sell	266 -376	-59%	-$17.9K	0.01%	211
2022 Q3	$28K	Buy	642 +266	+71%	+$13K	0.03%	186
2022 Q2	$17K	Buy	+376	New	+$19K	0.01%	212
2022 Q1	–	Sell	-320	Closed	-$18K	–	480
2021 Q4	$18K	Buy	+320	New	+$18.1K	0.01%	218

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 $755M AUM 20.43% 1-Year Est. Return

PFA

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

Paladin Advisory Group's SPTM Position: Q1 2026 in Review

Paladin Advisory Group held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q1 2026 at 486 shares worth $38.4K. The position accounts for 0.03% of the portfolio, ranked #159.

Paladin Advisory Group first reported a position in SPTM in Q1 2023 and has held it in 13 quarters since. The position peaked at $89.2K in Q2 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Paladin Advisory Group held 486 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $38.4K as of Q1 2026.
Paladin Advisory Group left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.03% of Paladin Advisory Group's portfolio in Q1 2026, its #159 holding.
Paladin Advisory Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2023 and has held it in 13 quarters since.
Paladin Advisory Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $89.2K in Q2 2025.
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 Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.