Sequent Planning’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Sequent Planning’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	$1.09M	Sell	13,832 -144	-1%	-$11.9K	0.26%	86
2025 Q4	$1.15M	Buy	13,976 +292	+2%	+$23.9K	0.29%	77
2025 Q3	$1.1M	Buy	13,684 +972	+8%	+$75.5K	0.31%	70
2025 Q2	$952K	Buy	12,712 +7	+0.1%	+$486	0.3%	53
2025 Q1	$864K	Buy	12,705 +908	+8%	+$65K	0.31%	53
2024 Q4	$843K	Buy	11,797 +672	+6%	+$48.4K	0.31%	55
2024 Q3	$779K	Buy	11,125 +617	+6%	+$41.7K	0.27%	68
2024 Q2	$698K	Buy	10,508 +705	+7%	+$45.1K	0.24%	71
2024 Q1	$629K	Buy	+9,803	New	+$598K	0.23%	80

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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 $651M AUM 15.34% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Sequent Planning's SPTM Position: Q1 2026 in Review

Sequent Planning reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1% in Q1 2026, selling an estimated $11.9K and leaving 13,832 shares worth $1.09M. The position accounts for 0.26% of the portfolio, ranked #86.

Sequent Planning first reported a position in SPTM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.15M in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Sequent Planning held 13,832 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.09M as of Q1 2026.
Sequent Planning sold 144 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $11.9K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.26% of Sequent Planning's portfolio in Q1 2026, its #86 holding.
Sequent Planning first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2024 and has held it in 9 quarters since.
Sequent Planning's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.15M in Q4 2025.
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 Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.