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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

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FPFC
Financial Planning Fort Collins Fort Collins, Colorado $127M AUM
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return