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

Slagle Financial’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	$1.24M	Buy	13,701 +8	+0.1%	+$704	0.37%	66
2026 Q1	$1.08M	Sell	13,693 -1,013	-7%	-$83.7K	0.36%	68
2025 Q4	$1.21M	Sell	14,706 -1,383	-9%	-$113K	0.42%	67
2025 Q3	$1.3M	Sell	16,089 -116	-0.7%	-$9.01K	0.48%	65
2025 Q2	$1.21M	Sell	16,205 -49,173	-75%	-$3.41M	0.49%	65
2025 Q1	$4.45M	Sell	65,378 -2,553	-4%	-$183K	1.97%	16
2024 Q4	$4.85M	Sell	67,931 -3,183	-4%	-$229K	2.18%	11
2024 Q3	$4.98M	Buy	71,114 +196	+0.3%	+$13.2K	2.21%	10
2024 Q2	$4.71M	Sell	70,918 -1,687	-2%	-$108K	2.41%	7
2024 Q1	$4.66M	Sell	72,605 -79,197	-52%	-$4.83M	2.53%	7
2023 Q4	$4.44M	Buy	151,802 +74,331	+96%	+$4.06M	2.54%	5
2023 Q3	$4.07M	Sell	77,471 -5,372	-6%	-$294K	2.49%	6
2023 Q2	$4.51M	Buy	+82,843	New	+$4.27M	2.81%	5

Other funds holding SPTM

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

KFP

Keener Financial Planning Keller, Texas $280M AUM 25.41% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Slagle Financial's SPTM Position: Q2 2026 in Review

Slagle Financial increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.06% in Q2 2026, buying an estimated $704 and bringing the position to 13,701 shares worth $1.24M. The position accounts for 0.37% of the portfolio, ranked #66.

Slagle Financial first reported a position in SPTM in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.98M in Q3 2024. 389 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Slagle Financial held 13,701 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.24M as of Q2 2026.
Slagle Financial bought 8 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $704.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.37% of Slagle Financial's portfolio in Q2 2026, its #66 holding.
Slagle Financial first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
Slagle Financial's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $4.98M in Q3 2024.
389 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.