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

Symphony 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
Q2 		$44.6M Buy
495,226
+13,947
+3% +$1.23M 4.88% 1
2026
Q1 		$37.5M Sell
481,279
-110,538
-19% -$9.13M 4.97% 1
2025
Q4 		$49.2M Sell
591,817
-21,423
-3% -$1.75M 6.61% 1
2025
Q3 		$49.2M Sell
613,240
-9,827
-2% -$764K 5.99% 1
2025
Q2 		$46.9M Buy
623,067
+615,517
+8,153% +$42.7M 6.15% 1
2025
Q1 		$471K Sell
7,550
-505,765
-99% -$36.2M 0.28% 62
2024
Q4 		$37.8M Buy
513,315
+1,632
+0.3% +$117K 5.94% 1
2024
Q3 		$35.7M Buy
511,683
+9,718
+2% +$656K 5.9% 1
2024
Q2 		$33.4M Buy
501,965
+22,123
+5% +$1.42M 6.1% 1
2024
Q1 		$30.8M Buy
479,842
+25,507
+6% +$1.56M 7.17% 1
2023
Q4 		$26.5M Buy
454,335
+64,111
+16% +$3.5M 5.69% 1
2023
Q3 		$20.4M Buy
390,224
+21,338
+6% +$1.17M 5.01% 5
2023
Q2 		$19.9M Buy
368,886
+1,946
+0.5% +$100K 4.88% 3
2023
Q1 		$18.3M Buy
366,940
+17,189
+5% +$849K 4.73% 2
2022
Q4 		$16.6M Buy
349,751
+14,969
+4% +$711K 4.4% 3
2022
Q3 		$15M Sell
334,782
-13,698
-4% -$671K 4.89% 2
2022
Q2 		$16.3M Buy
348,480
+32,072
+10% +$1.62M 4.83% 2
2022
Q1 		$17.4M Buy
316,408
+96,163
+44% +$5.27M 4.1% 5
2021
Q4 		$12.9M Buy
220,245
+213,719
+3,275% +$12.1M 3.59% 7
2021
Q3 		$350K Buy
+6,526
New +$355K 0.12% 121

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

Symphony Financial's SPTM Position: Q2 2026 in Review

Symphony Financial increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.9% in Q2 2026, buying an estimated $1.23M and bringing the position to 495,226 shares worth $44.6M. The position accounts for 4.88% of the portfolio, ranked #1.

Symphony Financial first reported a position in SPTM in Q3 2021 and has held it in 20 quarters since. The position peaked at $49.2M in Q4 2025. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Symphony Financial held 495,226 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $44.6M as of Q2 2026.
  • Symphony Financial bought 13,947 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $1.23M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 4.88% of Symphony Financial's portfolio in Q2 2026, its #1 holding.
  • Symphony Financial first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2021 and has held it in 20 quarters since.
  • Symphony Financial's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $49.2M in Q4 2025.
  • 778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.