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

Sunburst 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 Q3	$1.21M	Sell	13,116 -37	-0.3%	-$3.41K	0.19%	49
2026 Q2	$1.19M	Sell	13,153 -286	-2%	-$25.2K	0.19%	50
2026 Q1	$1.06M	Sell	13,439 -7,356	-35%	-$608K	0.2%	50
2025 Q4	$1.72M	Hold	20,795	–	–	0.35%	37
2025 Q3	$1.68M	Sell	20,795 -99	-0.5%	-$7.69K	0.35%	36
2025 Q2	$1.56M	Sell	20,894 -46	-0.2%	-$3.19K	0.35%	35
2025 Q1	$1.42M	Sell	20,940 -33	-0.2%	-$2.36K	0.35%	35
2024 Q4	$1.5M	Sell	20,973 -116	-0.6%	-$8.35K	0.37%	35
2024 Q3	$1.48M	Hold	21,089	–	–	0.37%	37
2024 Q2	$1.4M	Sell	21,089 -376	-2%	-$24.1K	0.38%	35
2024 Q1	$1.37M	Buy	21,465 +22	+0.1%	+$1.34K	0.39%	35
2023 Q4	$1.25M	Sell	21,443 -1,143	-5%	-$62.4K	0.39%	34
2023 Q3	$1.19M	Sell	22,586 -4	-0%	-$219	0.42%	33
2023 Q2	$1.23M	Buy	22,590 +8,671	+62%	+$447K	0.43%	36
2023 Q1	$702K	Buy	13,919 +205	+1%	+$10.1K	0.26%	47
2022 Q4	$649K	Buy	+13,714	New	+$652K	0.26%	48

Other funds holding SPTM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Keener Financial Planning Keller, Texas $283M AUM 17.22% 1-Year Est. Return

Sunburst Financial Group's SPTM Position: Q3 2026 in Review

Sunburst Financial Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.28% in Q3 2026, selling an estimated $3.41K and leaving 13,116 shares worth $1.21M. The position accounts for 0.19% of the portfolio, ranked #49.

Sunburst Financial Group first reported a position in SPTM in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.72M in Q4 2025. 481 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Sunburst Financial Group held 13,116 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.21M as of Q3 2026.
Sunburst Financial Group sold 37 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $3.41K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.19% of Sunburst Financial Group's portfolio in Q3 2026, its #49 holding.
Sunburst Financial Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2022 and has held it in 16 quarters since.
Sunburst Financial Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.72M in Q4 2025.
481 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.