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 Q3	–	Sell	-5,854	Closed	-$531K	–	294
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%	-$2.32K	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

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

RDA Financial Network's SPTM Position: Q3 2026 in Review

RDA Financial Network sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2026, closing a stake of 5,854 shares — an estimated $531K sold.

RDA Financial Network first reported a position in SPTM in Q1 2019 and held it in 30 quarters. The position peaked at $531K in Q2 2026. 246 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

RDA Financial Network reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q3 2026 after selling out during the quarter.
RDA Financial Network sold 5,854 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $531K.
RDA Financial Network first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2019 and held it in 30 quarters.
RDA Financial Network's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $531K in Q2 2026.
246 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.