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 Q3	$89.8K	Hold	976	–	–	0.01%	305
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

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

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

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

Toth Financial Advisory's SPTM Position: Q3 2026 in Review

Toth Financial Advisory held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q3 2026 at 976 shares worth $89.8K. The position accounts for 0.01% of the portfolio, ranked #305.

Toth Financial Advisory first reported a position in SPTM in Q3 2022 and has held it in 17 quarters since. 246 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Toth Financial Advisory held 976 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $89.8K as of Q3 2026.
Toth Financial Advisory 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 Toth Financial Advisory's portfolio in Q3 2026, its #305 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 17 quarters since.
246 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.