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

SNS Financial Group’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 		$509K Hold
5,602
– – 0.01% 381
2026
Q1 		$443K Sell
5,602
-273
-5% -$22.5K 0.04% 140
2025
Q4 		$485K Hold
5,875
– – 0.04% 126
2025
Q3 		$474K Sell
5,875
-605
-9% -$47K 0.04% 125
2025
Q2 		$485K Sell
6,480
-247
-4% -$17.1K 0.05% 120
2025
Q1 		$458K Sell
6,727
-492
-7% -$35.2K 0.05% 120
2024
Q4 		$516K Sell
7,219
-693
-9% -$49.9K 0.05% 109
2024
Q3 		$554K Sell
7,912
-987
-11% -$66.7K 0.06% 111
2024
Q2 		$590K Sell
8,899
-491
-5% -$31.4K 0.06% 106
2024
Q1 		$602K Sell
9,390
-496
-5% -$30.3K 0.07% 108
2023
Q4 		$578K Sell
9,886
-675
-6% -$36.9K 0.07% 105
2023
Q3 		$554K Sell
10,561
-150
-1% -$8.2K 0.07% 106
2023
Q2 		$583K Sell
10,711
-12,393
-54% -$639K 0.08% 101
2023
Q1 		$1.17M Sell
23,104
-2,674
-10% -$132K 0.15% 77
2022
Q4 		$1.22M Sell
25,778
-300
-1% -$14.3K 0.16% 75
2022
Q3 		$1.15M Sell
26,078
-740
-3% -$36.2K 0.17% 79
2022
Q2 		$1.25M Sell
26,818
-1,327
-5% -$67K 0.16% 79
2022
Q1 		$1.56M Sell
28,145
-20,758
-42% -$1.14M 0.17% 77
2021
Q4 		$2.86M Sell
48,903
-1,767
-3% -$100K 0.31% 49
2021
Q3 		$2.69M Sell
50,670
-17,973
-26% -$978K 0.32% 46
2021
Q2 		$3.64M Buy
68,643
+2,898
+4% +$150K 0.46% 41
2021
Q1 		$3.23M Sell
65,745
-1,025
-2% -$49K 0.43% 43
2020
Q4 		$3.08M Sell
66,770
-1,728
-3% -$75.3K 0.44% 40
2020
Q3 		$2.8M Sell
68,498
-2,177
-3% -$88.2K 0.44% 40
2020
Q2 		$2.67M Sell
70,675
-4,387
-6% -$157K 0.48% 37
2020
Q1 		$2.36M Buy
75,062
+7,848
+12% +$295K 0.45% 45
2019
Q4 		$2.68M Buy
67,214
+2,024
+3% +$77.2K 0.47% 37
2019
Q3 		$2.4M Sell
65,190
-2,180
-3% -$79.9K 0.46% 44
2019
Q2 		$2.46M Buy
67,370
+5,221
+8% +$187K 0.46% 42
2019
Q1 		$2.19M Buy
62,149
+4,765
+8% +$161K 0.48% 42
2018
Q4 		$1.77M Buy
57,384
+10,522
+22% +$351K 0.44% 46
2018
Q3 		$1.7M Buy
46,862
+7,575
+19% +$270K 0.41% 51
2018
Q2 		$1.33M Buy
39,287
+14,899
+61% +$503K 0.35% 52
2018
Q1 		$800K Buy
+24,388
New +$826K 0.22% 74

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

SNS Financial Group's SPTM Position: Q2 2026 in Review

SNS Financial Group held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 5,602 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #381.

SNS Financial Group first reported a position in SPTM in Q1 2018 and has held it in 34 quarters since. The position peaked at $3.64M in Q2 2021. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • SNS Financial Group held 5,602 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $509K as of Q2 2026.
  • SNS Financial Group left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of SNS Financial Group's portfolio in Q2 2026, its #381 holding.
  • SNS Financial Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2018 and has held it in 34 quarters since.
  • SNS Financial Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $3.64M in Q2 2021.
  • 775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.