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

Stifel 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 Q1	$3M	Buy	37,980 +78	+0.2%	+$6.44K	﹤0.01%	1671
2025 Q4	$3.13M	Buy	37,902 +20,652	+120%	+$1.69M	﹤0.01%	1611
2025 Q3	$1.39M	Sell	17,250 -37	-0.2%	-$2.88K	﹤0.01%	2169
2025 Q2	$1.29M	Sell	17,287 -401	-2%	-$27.8K	﹤0.01%	2152
2025 Q1	$1.2M	Sell	17,688 -475	-3%	-$34K	﹤0.01%	2113
2024 Q4	$1.3M	Sell	18,163 -4,025	-18%	-$290K	﹤0.01%	2077
2024 Q3	$1.55M	Sell	22,188 -4,313	-16%	-$291K	﹤0.01%	1939
2024 Q2	$1.76M	Sell	26,501 -2,626	-9%	-$168K	﹤0.01%	1808
2024 Q1	$1.87M	Sell	29,127 -475	-2%	-$29K	﹤0.01%	1769
2023 Q4	$1.73M	Sell	29,602 -676	-2%	-$36.9K	﹤0.01%	1778
2023 Q3	$1.59M	Sell	30,278 -2,660	-8%	-$145K	﹤0.01%	1747
2023 Q2	$1.79M	Buy	32,938 +389	+1%	+$20.1K	﹤0.01%	1705
2023 Q1	$1.64M	Buy	32,549 +9,260	+40%	+$457K	﹤0.01%	1711
2022 Q4	$1.1M	Sell	23,289 -749	-3%	-$35.6K	﹤0.01%	1926
2022 Q3	$1.06M	Buy	24,038 +803	+3%	+$39.3K	﹤0.01%	1932
2022 Q2	$1.08M	Sell	23,235 -754	-3%	-$38.1K	﹤0.01%	1934
2022 Q1	$1.33M	Buy	23,989 +2,888	+14%	+$158K	﹤0.01%	1912
2021 Q4	$1.23M	Buy	21,101 +1	+0%	+$57	﹤0.01%	1959
2021 Q3	$1.12M	Buy	21,100 +437	+2%	+$23.8K	﹤0.01%	2006
2021 Q2	$1.09M	Hold	20,663	–	–	﹤0.01%	2024
2021 Q1	$1.02M	Buy	20,663 +1	+0%	+$48	﹤0.01%	1979
2020 Q4	$952K	Buy	20,662 +4,062	+24%	+$177K	﹤0.01%	1880
2020 Q3	$679K	Buy	16,600 +4,936	+42%	+$200K	﹤0.01%	1891
2020 Q2	$441K	Sell	11,664 -18	-0.2%	-$644	﹤0.01%	2124
2020 Q1	$367K	Buy	11,682 +294	+3%	+$11.1K	﹤0.01%	2060
2019 Q4	$453K	Buy	+11,388	New	+$434K	﹤0.01%	2323

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 $755M AUM 20.43% 1-Year Est. Return

PFA

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

Stifel Financial's SPTM Position: Q1 2026 in Review

Stifel Financial increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.21% in Q1 2026, buying an estimated $6.44K and bringing the position to 37,980 shares worth $3M. The position accounts for ﹤0.01% of the portfolio, ranked #1671.

Stifel Financial first reported a position in SPTM in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.13M in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Stifel Financial held 37,980 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $3M as of Q1 2026.
Stifel Financial bought 78 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $6.44K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1671 holding.
Stifel Financial first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
Stifel Financial's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $3.13M 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 Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.