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

Prospera Financial Services’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	–	Sell	-2,353	Closed	-$214K	–	1619
2026 Q2	$214K	Buy	+2,353	New	+$207K	﹤0.01%	1375
2025 Q4	–	Sell	-2,525	Closed	-$204K	–	1437
2025 Q3	$204K	Buy	+2,525	New	+$196K	﹤0.01%	1294
2022 Q3	–	Sell	-286	Closed	-$13K	–	1484
2022 Q2	$13K	Sell	286 -1,055	-79%	-$53.3K	﹤0.01%	1292
2022 Q1	$75K	Buy	+1,341	New	+$73.5K	﹤0.01%	1206
2020 Q4	–	Sell	-1,277	Closed	-$52K	–	1444
2020 Q3	$52K	Buy	+1,277	New	+$51.7K	0.02%	605

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

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

Keener Financial Planning Keller, Texas $283M AUM 17.22% 1-Year Est. Return

Prospera Financial Services's SPTM Position: Q3 2026 in Review

Prospera Financial Services sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2026, closing a stake of 2,353 shares — an estimated $214K sold.

Prospera Financial Services first reported a position in SPTM in Q3 2020 and held it in 5 quarters. The position peaked at $214K in Q2 2026. 484 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Prospera Financial Services reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q3 2026 after selling out during the quarter.
Prospera Financial Services sold 2,353 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $214K.
Prospera Financial Services first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2020 and held it in 5 quarters.
Prospera Financial Services's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $214K in Q2 2026.
484 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.