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

RDA Financial Network’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 		$531K Sell
5,854
-120
-2% -$10.6K 0.12% 153
2026
Q1 		$472K Sell
5,974
-100
-2% -$8.26K 0.12% 165
2025
Q4 		$501K Sell
6,074
-32
-0.5% -$2.62K 0.12% 154
2025
Q3 		$492K Sell
6,106
-10
-0.2% -$777 0.12% 147
2025
Q2 		$458K Sell
6,116
-10
-0.2% -$694 0.12% 151
2025
Q1 		$417K Hold
6,126
– – 0.12% 149
2024
Q4 		$438K Sell
6,126
-98
-2% -$7.05K 0.13% 149
2024
Q3 		$436K Hold
6,224
– – 0.14% 150
2024
Q2 		$413K Hold
6,224
– – 0.14% 146
2024
Q1 		$399K Hold
6,224
– – 0.14% 146
2023
Q4 		$364K Sell
6,224
-30
-0.5% -$1.64K 0.14% 154
2023
Q3 		$328K Hold
6,254
– – 0.14% 150
2023
Q2 		$340K Sell
6,254
-409
-6% -$21.1K 0.14% 146
2023
Q1 		$336K Sell
6,663
-1,550
-19% -$76.5K 0.15% 141
2022
Q4 		$388K Hold
8,213
– – 0.2% 122
2022
Q3 		$362K Hold
8,213
– – 0.2% 127
2022
Q2 		$382K Sell
8,213
-250
-3% -$12.6K 0.19% 121
2022
Q1 		$470K Sell
8,463
-70
-0.8% -$3.84K 0.2% 123
2021
Q4 		$499K Sell
8,533
-20
-0.2% -$1.13K 0.2% 118
2021
Q3 		$453K Hold
8,553
– – 0.2% 118
2021
Q2 		$453K Sell
8,553
-1,760
-17% -$91.1K 0.2% 119
2021
Q1 		$507K Sell
10,313
-150
-1% -$7.17K 0.22% 106
2020
Q4 		$482K Buy
10,463
+174
+2% +$7.58K 0.22% 106
2020
Q3 		$421K Sell
10,289
-283
-3% -$11.5K 0.19% 118
2020
Q2 		$399K Sell
10,572
-65
-0.6% -$2.33K 0.2% 116
2020
Q1 		$335K Sell
10,637
-537
-5% -$20.2K 0.2% 113
2019
Q4 		$451K Sell
11,174
-248
-2% -$9.46K 0.18% 137
2019
Q3 		$441K Sell
11,422
-2,083
-15% -$76.4K 0.19% 126
2019
Q2 		$498K Sell
13,505
-239
-2% -$8.56K 0.22% 113
2019
Q1 		$496K Buy
+13,744
New +$465K 0.23% 105

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

RDA Financial Network's SPTM Position: Q2 2026 in Review

RDA Financial Network reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2% in Q2 2026, selling an estimated $10.6K and leaving 5,854 shares worth $531K. The position accounts for 0.12% of the portfolio, ranked #153.

RDA Financial Network first reported a position in SPTM in Q1 2019 and has held it in 30 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • RDA Financial Network held 5,854 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $531K as of Q2 2026.
  • RDA Financial Network sold 120 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $10.6K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.12% of RDA Financial Network's portfolio in Q2 2026, its #153 holding.
  • RDA Financial Network first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2019 and has held it in 30 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 RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.