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

Tompkins 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 Q3	$129K	Hold	1,398	–	–	0.01%	243
2026 Q2	$127K	Sell	1,398 -5,662	-80%	-$498K	0.01%	251
2026 Q1	$558K	Buy	+7,060	New	+$583K	0.04%	122

Other funds holding SPTM

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 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

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 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

WFS

Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

FPFC

Financial Planning Fort Collins Fort Collins, Colorado $137M AUM 12.62% 1-Year Est. Return

Tompkins Financial's SPTM Position: Q3 2026 in Review

Tompkins Financial held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q3 2026 at 1,398 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #243.

Tompkins Financial first reported a position in SPTM in Q1 2026 and has held it in 3 quarters since. The position peaked at $558K in Q1 2026. 136 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Tompkins Financial held 1,398 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $129K as of Q3 2026.
Tompkins Financial 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 0.01% of Tompkins Financial's portfolio in Q3 2026, its #243 holding.
Tompkins Financial 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.
Tompkins Financial's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $558K in Q1 2026.
136 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.