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Retirement Planning Group (Kansas)’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Retirement Planning Group (Kansas)’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 		$430K Hold
5,445
– – 0.01% 332
2025
Q4 		$449K Buy
5,445
+944
+21% +$77.2K 0.01% 282
2025
Q3 		$363K Buy
4,501
+19
+0.4% +$1.48K 0.01% 306
2025
Q2 		$336K Hold
4,482
– – 0.01% 248
2025
Q1 		$305K Buy
4,482
+160
+4% +$11.5K 0.01% 253
2024
Q4 		$309K Hold
4,322
– – 0.02% 235
2024
Q3 		$303K Sell
4,322
-5
-0.1% -$338 0.02% 228
2024
Q2 		$287K Hold
4,327
– – 0.02% 200
2024
Q1 		$278K Hold
4,327
– – 0.02% 184
2023
Q4 		$253K Sell
4,327
-414
-9% -$22.6K 0.02% 160
2023
Q3 		$249K Sell
4,741
-454
-9% -$24.8K 0.03% 137
2023
Q2 		$283K Sell
5,195
-219
-4% -$11.3K 0.03% 133
2023
Q1 		$273K Sell
5,414
-73
-1% -$3.6K 0.03% 123
2022
Q4 		$259K Buy
5,487
+44
+0.8% +$2.09K 0.03% 120
2022
Q3 		$240K Sell
5,443
-697
-11% -$34.1K 0.03% 113
2022
Q2 		$285K Buy
6,140
+302
+5% +$15.2K 0.04% 91
2022
Q1 		$324K Sell
5,838
-278
-5% -$15.2K 0.04% 85
2021
Q4 		$357K Buy
6,116
+13
+0.2% +$736 0.03% 81
2021
Q3 		$323K Buy
6,103
+30
+0.5% +$1.63K 0.04% 67
2021
Q2 		$322K Buy
6,073
+727
+14% +$37.6K 0.04% 67
2021
Q1 		$263K Sell
5,346
-625
-10% -$29.9K 0.04% 54
2020
Q4 		$275K Buy
+5,971
New +$260K 0.04% 52
2020
Q3 		– Sell
-12,249
Closed -$463K – 59
2020
Q2 		$463K Sell
12,249
-4,153
-25% -$149K 0.09% 46
2020
Q1 		$516K Sell
16,402
-3,804
-19% -$143K 0.12% 34
2019
Q4 		$805K Buy
20,206
+1,655
+9% +$63.1K 0.16% 35
2019
Q3 		$682K Sell
18,551
-302
-2% -$11.1K 0.14% 36
2019
Q2 		$687K Buy
18,853
+976
+5% +$35K 0.16% 34
2019
Q1 		$629K Buy
17,877
+7,904
+79% +$267K 0.15% 36
2018
Q4 		$308K Buy
+9,973
New +$333K 0.08% 50

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 $58.2B AUM 22.78% 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 $21.8B AUM 28.57% 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

Retirement Planning Group (Kansas)'s SPTM Position: Q1 2026 in Review

Retirement Planning Group (Kansas) held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q1 2026 at 5,445 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #332.

Retirement Planning Group (Kansas) first reported a position in SPTM in Q4 2018 and has held it in 29 quarters since. The position peaked at $805K in Q4 2019. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Retirement Planning Group (Kansas) held 5,445 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $430K as of Q1 2026.
  • Retirement Planning Group (Kansas) left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #332 holding.
  • Retirement Planning Group (Kansas) first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2018 and has held it in 29 quarters since.
  • Retirement Planning Group (Kansas)'s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $805K 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 Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.