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

Treasure Coast Financial Planning’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 		$37.8M Sell
415,958
-731
-0.2% -$64.3K 18.42% 1
2026
Q1 		$32.9M Sell
416,689
-1,878
-0.4% -$155K 16.96% 1
2025
Q4 		$34.5M Buy
418,567
+838
+0.2% +$68.5K 18.34% 1
2025
Q3 		$33.7M Sell
417,729
-36,374
-8% -$2.83M 18.79% 1
2025
Q2 		$34M Sell
454,103
-21,558
-5% -$1.5M 19.82% 1
2025
Q1 		$32.3M Sell
475,661
-4,242
-0.9% -$304K 20.05% 1
2024
Q4 		$34.3M Sell
479,903
-12,467
-3% -$897K 22.58% 1
2024
Q3 		$34.5M Buy
492,370
+2,264
+0.5% +$153K 21.29% 1
2024
Q2 		$32.5M Sell
490,106
-20,375
-4% -$1.3M 21.44% 1
2024
Q1 		$32.7M Sell
510,481
-18,208
-3% -$1.11M 21.41% 1
2023
Q4 		$30.9M Buy
528,689
+130,349
+33% +$7.12M 21.55% 1
2023
Q3 		$20.9M Buy
398,340
+3,162
+0.8% +$173K 14.52% 1
2023
Q2 		$21.5M Sell
395,178
-14,225
-3% -$734K 14.54% 1
2023
Q1 		$20.6M Buy
409,403
+17,501
+4% +$864K 14.43% 1
2022
Q4 		$18.5M Sell
391,902
-25,886
-6% -$1.23M 13.83% 1
2022
Q3 		$18.4M Buy
417,788
+9,857
+2% +$483K 14.79% 1
2022
Q2 		$19M Buy
407,931
+28,838
+8% +$1.46M 14.69% 1
2022
Q1 		$21.1M Buy
379,093
+41,079
+12% +$2.25M 16.15% 1
2021
Q4 		$19.8M Buy
+338,014
New +$19.1M 15.28% 1

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Treasure Coast Financial Planning's SPTM Position: Q2 2026 in Review

Treasure Coast Financial Planning reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.18% in Q2 2026, selling an estimated $64.3K and leaving 415,958 shares worth $37.8M. The position accounts for 18.42% of the portfolio, ranked #1.

Treasure Coast Financial Planning first reported a position in SPTM in Q4 2021 and has held it in 19 quarters since. 779 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Treasure Coast Financial Planning held 415,958 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $37.8M as of Q2 2026.
  • Treasure Coast Financial Planning sold 731 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $64.3K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 18.42% of Treasure Coast Financial Planning's portfolio in Q2 2026, its #1 holding.
  • Treasure Coast Financial Planning first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 779 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.