PFA
SPTM icon

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

Professional Financial Advisors’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 		$173M Sell
1,881,168
-362,900
-16% -$33.4M 29.45% 1
2026
Q2 		$204M Buy
2,244,068
+711,325
+46% +$62.6M 35.24% 1
2026
Q1 		$121M Sell
1,532,743
-106,123
-6% -$8.76M 24.67% 1
2025
Q4 		$135M Buy
1,638,866
+14,251
+0.9% +$1.17M 27.62% 1
2025
Q3 		$131M Buy
1,624,615
+45,000
+3% +$3.5M 27.57% 1
2025
Q2 		$118M Buy
1,579,615
+30,672
+2% +$2.13M 27.44% 1
2025
Q1 		$105M Buy
1,548,943
+23,352
+2% +$1.67M 26.75% 1
2024
Q4 		$109M Buy
1,525,591
+20,833
+1% +$1.5M 27.91% 1
2024
Q3 		$105M Buy
1,504,758
+15,058
+1% +$1.02M 27.33% 1
2024
Q2 		$98.8M Buy
1,489,700
+17,199
+1% +$1.1M 27.29% 1
2024
Q1 		$94.5M Buy
1,472,501
+203,145
+16% +$12.4M 27.03% 1
2023
Q4 		$74.2M Buy
1,269,356
+21,445
+2% +$1.17M 24.56% 1
2023
Q3 		$65.5M Buy
1,247,911
+8,223
+0.7% +$449K 29.64% 1
2023
Q2 		$67.5M Buy
1,239,688
+163,353
+15% +$8.43M 34.89% 1
2023
Q1 		$59.8M Sell
1,076,335
-22,988
-2% -$1.14M 35.32% 1
2022
Q4 		$52M Buy
1,099,323
+35,974
+3% +$1.71M 35.19% 1
2022
Q3 		$46.9M Buy
1,063,349
+10,924
+1% +$535K 28.93% 1
2022
Q2 		$48.9M Sell
1,052,425
-23,910
-2% -$1.21M 27.31% 1
2022
Q1 		$59.8M Buy
1,076,335
+193,008
+22% +$10.6M 25.82% 1
2021
Q4 		$51.6M Buy
883,327
+13,709
+2% +$776K 22.32% 1
2021
Q3 		$46.1M Buy
869,618
+390,243
+81% +$21.2M 26.39% 1
2021
Q2 		$25.4M Buy
479,375
+76,195
+19% +$3.94M 13.97% 1
2021
Q1 		$19.8M Buy
403,180
+251,904
+167% +$12M 12.32% 1
2020
Q4 		$6.97M Buy
151,276
+6,040
+4% +$263K 5.49% 4
2020
Q3 		$5.8M Sell
145,236
-297
-0.2% -$12K 5.41% 4
2020
Q2 		$5.5M Sell
145,533
-64,141
-31% -$2.29M 7.21% 3
2020
Q1 		$7.44M Buy
209,674
+33,007
+19% +$1.24M 13.45% 1
2019
Q4 		$7.04M Buy
+176,667
New +$6.74M 6.68% 2

Other funds holding SPTM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Professional Financial Advisors's SPTM Position: Q3 2026 in Review

Professional Financial Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 16% in Q3 2026, selling an estimated $33.4M and leaving 1,881,168 shares worth $173M. The position accounts for 29.45% of the portfolio, ranked #1.

Professional Financial Advisors first reported a position in SPTM in Q4 2019 and has held it in 28 quarters since. The position peaked at $204M in Q2 2026. 63 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Professional Financial Advisors held 1,881,168 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $173M as of Q3 2026.
  • Professional Financial Advisors sold 362,900 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $33.4M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 29.45% of Professional Financial Advisors's portfolio in Q3 2026, its #1 holding.
  • Professional Financial Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and has held it in 28 quarters since.
  • Professional Financial Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $204M in Q2 2026.
  • 63 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.