Silver Oak Securities
SPTM icon

Silver Oak Securities’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Silver Oak Securities’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 		$467K Buy
+5,239
New +$483K 0.03% 499

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Wealthcare Advisory Partners
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
Hughes Financial Services
Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Silver Oak Securities's SPTM Position: Q3 2026 in Review

Silver Oak Securities opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2026: 5,239 shares worth $467K. The stake represents 0.03% of the portfolio and ranks #499 among its holdings.

558 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Silver Oak Securities held 5,239 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $467K as of Q3 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Silver Oak Securities position in Q3 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.03% of Silver Oak Securities's portfolio in Q3 2026, its #499 holding.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Silver Oak Securities's 13F filing for Q3 2026, filed 9 Nov 2026.