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 Q3	$314K	Sell	3,415 -152	-4%	-$14K	0.09%	179
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

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

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Range Financial Group's SPTM Position: Q3 2026 in Review

Range Financial Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 4.3% in Q3 2026, selling an estimated $14K and leaving 3,415 shares worth $314K. The position accounts for 0.09% of the portfolio, ranked #179.

Range Financial Group first reported a position in SPTM in Q1 2025 and has held it in 7 quarters since. The position peaked at $324K in Q2 2026. 213 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Range Financial Group held 3,415 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $314K as of Q3 2026.
Range Financial Group sold 152 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $14K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.09% of Range Financial Group's portfolio in Q3 2026, its #179 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 7 quarters since.
Range Financial Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $324K in Q2 2026.
213 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Range Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.