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

Toth Financial Advisory’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	$88.6K	Hold	976	–	–	0.01%	311
2026 Q1	$77.2K	Hold	976	–	–	0.01%	303
2025 Q4	$80.5K	Hold	976	–	–	0.01%	287
2025 Q3	$78.7K	Buy	976 +600	+160%	+$46.6K	0.01%	289
2025 Q2	$28.2K	Hold	376	–	–	﹤0.01%	394
2025 Q1	$25.6K	Hold	376	–	–	﹤0.01%	374
2024 Q4	$26.9K	Hold	376	–	–	﹤0.01%	370
2024 Q3	$26.3K	Hold	376	–	–	﹤0.01%	352
2024 Q2	$24.9K	Hold	376	–	–	﹤0.01%	372
2024 Q1	$24.1K	Hold	376	–	–	﹤0.01%	373
2023 Q4	$22K	Hold	376	–	–	﹤0.01%	380
2023 Q3	$19.7K	Hold	376	–	–	﹤0.01%	370
2023 Q2	$20.5K	Hold	376	–	–	﹤0.01%	389
2023 Q1	$19K	Hold	376	–	–	﹤0.01%	390
2022 Q4	$17.8K	Hold	376	–	–	﹤0.01%	387
2022 Q3	$17K	Buy	+376	New	+$18.4K	﹤0.01%	394

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Toth Financial Advisory's SPTM Position: Q2 2026 in Review

Toth Financial Advisory held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 976 shares worth $88.6K. The position accounts for 0.01% of the portfolio, ranked #311.

Toth Financial Advisory first reported a position in SPTM in Q3 2022 and has held it in 16 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Toth Financial Advisory held 976 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $88.6K as of Q2 2026.
Toth Financial Advisory left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #311 holding.
Toth Financial Advisory first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2022 and has held it in 16 quarters since.
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 Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.