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

Plancorp LLC’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	$226K	Buy	+2,475	New	+$228K	0.01%	415

Other funds holding SPTM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 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

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 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

Plancorp LLC's SPTM Position: Q3 2026 in Review

Plancorp LLC opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2026: 2,475 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #415 among its holdings.

558 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Plancorp LLC held 2,475 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $226K as of Q3 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Plancorp LLC position in Q3 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Plancorp LLC's portfolio in Q3 2026, its #415 holding.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Plancorp LLC's 13F filing for Q3 2026, filed 3 Nov 2026.