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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
Q2 		$2.88M Buy
31,671
+17,839
+129% +$1.57M 0.61% 41
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
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

Sequent Planning's SPTM Position: Q2 2026 in Review

Sequent Planning increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 129% in Q2 2026, buying an estimated $1.57M and bringing the position to 31,671 shares worth $2.88M. The position accounts for 0.61% of the portfolio, ranked #41.

Sequent Planning first reported a position in SPTM in Q1 2024 and has held it in 10 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Sequent Planning held 31,671 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.88M as of Q2 2026.
  • Sequent Planning bought 17,839 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $1.57M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.61% of Sequent Planning's portfolio in Q2 2026, its #41 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 10 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 Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.