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

Range 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	$324K	Sell	3,567 -101	-3%	-$8.89K	0.09%	175
2026 Q1	$290K	Sell	3,668 -62	-2%	-$5.12K	0.1%	171
2025 Q4	$308K	Buy	3,730 +218	+6%	+$17.8K	0.11%	173
2025 Q3	$283K	Sell	3,512 -336	-9%	-$26.1K	0.1%	175
2025 Q2	$288K	Buy	3,848 +521	+16%	+$36.2K	0.11%	172
2025 Q1	$226K	Buy	+3,327	New	+$238K	0.1%	170

Other funds holding SPTM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

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

Range Financial Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.8% in Q2 2026, selling an estimated $8.89K and leaving 3,567 shares worth $324K. The position accounts for 0.09% of the portfolio, ranked #175.

Range Financial Group first reported a position in SPTM in Q1 2025 and has held it in 6 quarters since. 153 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Range Financial Group held 3,567 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $324K as of Q2 2026.
Range Financial Group sold 101 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $8.89K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.09% of Range Financial Group's portfolio in Q2 2026, its #175 holding.
Range Financial Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
153 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

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