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

TFB Advisors’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 		$976K Buy
12,349
+2,045
+20% +$169K 0.51% 45
2025
Q4 		$850K Buy
10,304
+187
+2% +$15.3K 0.24% 97
2025
Q3 		$811K Buy
+10,117
New +$786K 0.24% 105

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 $21.8B AUM 28.57% 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

TFB Advisors's SPTM Position: Q1 2026 in Review

TFB Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 20% in Q1 2026, buying an estimated $169K and bringing the position to 12,349 shares worth $976K. The position accounts for 0.51% of the portfolio, ranked #45.

TFB Advisors first reported a position in SPTM in Q3 2025 and has held it in 3 quarters since. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • TFB Advisors held 12,349 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $976K as of Q1 2026.
  • TFB Advisors bought 2,045 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $169K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.51% of TFB Advisors's portfolio in Q1 2026, its #45 holding.
  • TFB Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2025 and has held it in 3 quarters since.
  • 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 TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.