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

Summit Financial Strategies’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 		$1.12M Hold
12,201
– – 0.08% 73
2026
Q2 		$1.11M Hold
12,201
– – 0.08% 71
2026
Q1 		$965K Buy
+12,201
New +$1.01M 0.08% 72

Other funds holding SPTM

PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Summit Financial Strategies's SPTM Position: Q3 2026 in Review

Summit Financial Strategies held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q3 2026 at 12,201 shares worth $1.12M. The position accounts for 0.08% of the portfolio, ranked #73.

Summit Financial Strategies first reported a position in SPTM in Q1 2026 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Summit Financial Strategies held 12,201 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.12M as of Q3 2026.
  • Summit Financial Strategies left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.08% of Summit Financial Strategies's portfolio in Q3 2026, its #73 holding.
  • Summit Financial Strategies first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2026 and has held it in 3 quarters since.
  • 97 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.