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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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prospera Financial Services's SPTM Position: Q2 2026 in Review

Prospera Financial Services opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026: 2,353 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #1375 among its holdings. This is a return to the name: Prospera Financial Services previously reported a position in SPTM as recently as Q3 2025.

Prospera Financial Services first reported a position in SPTM in Q3 2020 and has held it in 5 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Prospera Financial Services held 2,353 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $214K as of Q2 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Prospera Financial Services position in Q2 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1375 holding.
  • Prospera Financial Services first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2020 and has held it in 5 quarters since.
  • 778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.