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

Prosperity Financial 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
2026 Q2	$717K	Sell	7,901 -683	-8%	-$60.1K	0.22%	104
2026 Q1	$679K	Sell	8,584 -3,024	-26%	-$250K	0.25%	103
2025 Q4	$958K	Sell	11,608 -490	-4%	-$40.1K	0.34%	77
2025 Q3	$976K	Sell	12,098 -208	-2%	-$16.2K	0.36%	79
2025 Q2	$922K	Buy	12,306 +2,375	+24%	+$165K	0.39%	64
2025 Q1	$675K	Sell	9,931 -3,665	-27%	-$262K	0.34%	75
2024 Q4	$971K	Buy	13,596 +2,204	+19%	+$159K	0.48%	53
2024 Q3	$798K	Sell	11,392 -2,703	-19%	-$183K	0.45%	59
2024 Q2	$935K	Buy	14,095 +1,740	+14%	+$111K	0.59%	47
2024 Q1	$793K	Sell	12,355 -1,400	-10%	-$85.4K	0.49%	52
2023 Q4	$804K	Buy	13,755 +6,871	+100%	+$375K	0.56%	44
2023 Q3	$361K	Sell	6,884 -638	-8%	-$34.9K	0.3%	76
2023 Q2	$409K	Buy	+7,522	New	+$388K	0.36%	67

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Prosperity Financial Group's SPTM Position: Q2 2026 in Review

Prosperity Financial Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 8% in Q2 2026, selling an estimated $60.1K and leaving 7,901 shares worth $717K. The position accounts for 0.22% of the portfolio, ranked #104.

Prosperity Financial Group first reported a position in SPTM in Q2 2023 and has held it in 13 quarters since. The position peaked at $976K in Q3 2025. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Prosperity Financial Group held 7,901 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $717K as of Q2 2026.
Prosperity Financial Group sold 683 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $60.1K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.22% of Prosperity Financial Group's portfolio in Q2 2026, its #104 holding.
Prosperity Financial Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
Prosperity Financial Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $976K in Q3 2025.
775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.