PFA
SPTM icon

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

Pure 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
Q1 		$16.2M Sell
205,297
-4,249
-2% -$351K 0.23% 60
2025
Q4 		$17.3M Sell
209,546
-3,132
-1% -$256K 0.26% 59
2025
Q3 		$17.2M Sell
212,678
-10,579
-5% -$822K 0.27% 56
2025
Q2 		$16.7M Sell
223,257
-7,791
-3% -$541K 0.29% 54
2025
Q1 		$15.7M Sell
231,048
-3,957
-2% -$283K 0.33% 47
2024
Q4 		$16.8M Sell
235,005
-7,109
-3% -$512K 0.38% 41
2024
Q3 		$17M Sell
242,114
-4,027
-2% -$272K 0.41% 41
2024
Q2 		$16.3M Sell
246,141
-7,416
-3% -$475K 0.45% 41
2024
Q1 		$16.3M Sell
253,557
-7,957
-3% -$486K 0.51% 39
2023
Q4 		$15.3M Sell
261,514
-14,054
-5% -$767K 0.53% 38
2023
Q3 		$14.5M Buy
275,568
+82
+0% +$4.48K 0.59% 37
2023
Q2 		$15M Sell
275,486
-8,347
-3% -$431K 0.64% 34
2023
Q1 		$14.3M Sell
283,833
-5,773
-2% -$285K 0.66% 35
2022
Q4 		$13.7M Sell
289,606
-3,836
-1% -$182K 0.71% 34
2022
Q3 		$12.9M Sell
293,442
-6,173
-2% -$302K 0.75% 33
2022
Q2 		$13.9M Sell
299,615
-9,249
-3% -$467K 0.86% 28
2022
Q1 		$17.2M Buy
308,864
+895
+0.3% +$49.1K 0.79% 30
2021
Q4 		$18M Sell
307,969
-9,776
-3% -$553K 0.89% 25
2021
Q3 		$16.8M Sell
317,745
-10,664
-3% -$580K 1.3% 23
2021
Q2 		$17.4M Sell
328,409
-14,811
-4% -$766K 1.41% 21
2021
Q1 		$16.9M Sell
343,220
-45,651
-12% -$2.18M 1.68% 19
2020
Q4 		$17.9M Sell
388,871
-43,894
-10% -$1.91M 2.15% 16
2020
Q3 		$17.7M Sell
432,765
-25,067
-5% -$1.02M 2.58% 11
2020
Q2 		$17.3M Sell
457,832
-47,559
-9% -$1.7M 2.7% 12
2020
Q1 		$15.9M Sell
505,391
-5,497
-1% -$207K 2.67% 13
2019
Q4 		$20.4M Sell
510,888
-19,492
-4% -$743K 3.48% 6
2019
Q3 		$19.5M Sell
530,380
-15,822
-3% -$580K 3.52% 6
2019
Q2 		$19.9M Buy
546,202
+28,317
+5% +$1.01M 3.57% 6
2019
Q1 		$18.2M Sell
517,885
-13,484
-3% -$456K 3.44% 6
2018
Q4 		$16.4M Buy
531,369
+334,552
+170% +$11.2M 3.33% 7
2018
Q3 		$7.13M Buy
+196,817
New +$7M 1.56% 19

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Pure Financial Advisors's SPTM Position: Q1 2026 in Review

Pure Financial Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2% in Q1 2026, selling an estimated $351K and leaving 205,297 shares worth $16.2M. The position accounts for 0.23% of the portfolio, ranked #60.

Pure Financial Advisors first reported a position in SPTM in Q3 2018 and has held it in 31 quarters since. The position peaked at $20.4M in Q4 2019. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Pure Financial Advisors held 205,297 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $16.2M as of Q1 2026.
  • Pure Financial Advisors sold 4,249 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $351K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.23% of Pure Financial Advisors's portfolio in Q1 2026, its #60 holding.
  • Pure Financial Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2018 and has held it in 31 quarters since.
  • Pure Financial Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $20.4M in Q4 2019.
  • 743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.