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

Strategic Financial 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	$1.93M	Buy	+21,240	New	+$1.87M	1.01%	21
2026 Q1	–	Sell	-33,307	Closed	-$2.75M	–	57
2025 Q4	$2.75M	Buy	33,307 +3	+0%	+$245	1.56%	17
2025 Q3	$2.69M	Sell	33,304 -129	-0.4%	-$10K	1.56%	16
2025 Q2	$2.5M	Sell	33,433 -18	-0.1%	-$1.25K	1.56%	17
2025 Q1	$2.27M	Buy	33,451 +4	+0%	+$286	1.57%	17
2024 Q4	$2.39M	Sell	33,447 -13	-0%	-$935	1.63%	16
2024 Q3	$2.34M	Sell	33,460 -2,402	-7%	-$162K	1.55%	17
2024 Q2	$2.38M	Buy	35,862 +2	+0%	+$128	1.72%	16
2024 Q1	$2.3M	Sell	35,860 -5	-0%	-$305	1.72%	17
2023 Q4	$2.1M	Sell	35,865 -32	-0.1%	-$1.75K	1.64%	17
2023 Q3	$1.88M	Sell	35,897 -1,333	-4%	-$72.8K	1.74%	16
2023 Q2	$2.03M	Buy	37,230 +40	+0.1%	+$2.06K	1.79%	16
2023 Q1	$1.88M	Buy	37,190 +2	+0%	+$99	1.71%	16
2022 Q4	$1.76M	Buy	37,188 +822	+2%	+$39.1K	1.7%	16
2022 Q3	$1.6M	Sell	36,366 -3,194	-8%	-$156K	1.67%	16
2022 Q2	$1.84M	Buy	39,560 +1,229	+3%	+$62K	1.77%	16
2022 Q1	$2.13M	Sell	38,331 -135	-0.4%	-$7.4K	1.77%	16
2021 Q4	$2.25M	Buy	38,466 +4,586	+14%	+$260K	1.61%	17
2021 Q3	$1.79M	Buy	33,880 +7	+0%	+$381	1.31%	19
2021 Q2	$1.79M	Sell	33,873 -4,553	-12%	-$236K	1.29%	19
2021 Q1	$1.89M	Buy	38,426 +1,373	+4%	+$65.7K	1.41%	18
2020 Q4	$1.71M	Buy	37,053 +3	+0%	+$131	1.5%	17
2020 Q3	$1.51M	Sell	37,050 -26	-0.1%	-$1.05K	1.58%	16
2020 Q2	$1.4M	Buy	37,076 +11,445	+45%	+$409K	1.56%	17
2020 Q1	$806K	Buy	+25,631	New	+$964K	1.07%	19

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Strategic Financial Planning's SPTM Position: Q2 2026 in Review

Strategic Financial Planning opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026: 21,240 shares worth $1.93M. The stake represents 1.01% of the portfolio and ranks #21 among its holdings. This is a return to the name: Strategic Financial Planning previously reported a position in SPTM as recently as Q4 2025.

Strategic Financial Planning first reported a position in SPTM in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.75M in Q4 2025. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Strategic Financial Planning held 21,240 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.93M as of Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Strategic Financial Planning position in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.01% of Strategic Financial Planning's portfolio in Q2 2026, its #21 holding.
Strategic Financial Planning first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2020 and has held it in 25 quarters since.
Strategic Financial Planning's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.75M in Q4 2025.
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 Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.