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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
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 $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
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

Symphony Financial's SPTM Position: Q1 2026 in Review

Symphony Financial reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 19% in Q1 2026, selling an estimated $9.13M and leaving 481,279 shares worth $37.5M. The position accounts for 4.97% of the portfolio, ranked #1.

Symphony Financial first reported a position in SPTM in Q3 2021 and has held it in 19 quarters since. The position peaked at $49.2M in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Symphony Financial held 481,279 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $37.5M as of Q1 2026.
  • Symphony Financial sold 110,538 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $9.13M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 4.97% of Symphony Financial's portfolio in Q1 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 19 quarters since.
  • Symphony Financial's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $49.2M 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 Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.