TS Financial Group (TSFG)’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

TS Financial Group (TSFG)’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	$14K	Buy	156 +1	+0.6%	+$88	﹤0.01%	561
2026 Q1	$12K	Hold	155	–	–	﹤0.01%	549
2025 Q4	$13K	Hold	155	–	–	﹤0.01%	540
2025 Q3	$12K	Sell	155 -3,349	-96%	-$260K	﹤0.01%	555
2025 Q2	$262K	Hold	3,504	–	–	0.05%	149
2025 Q1	$238K	Sell	3,504 -350	-9%	-$25.1K	0.05%	144
2024 Q4	$275K	Sell	3,854 -39	-1%	-$2.81K	0.06%	132
2024 Q3	$273K	Sell	3,893 -40	-1%	-$2.7K	0.06%	129
2024 Q2	$261K	Buy	3,933 +1	+0%	+$64	0.06%	126
2024 Q1	$252K	Sell	3,932 -3,528	-47%	-$215K	0.06%	129
2023 Q4	$436K	Hold	7,460	–	–	0.14%	89
2023 Q3	$392K	Buy	7,460 +1	+0%	+$55	0.14%	96
2023 Q2	$406K	Buy	7,459 +1	+0%	+$52	0.15%	86
2023 Q1	$376K	Sell	7,458 -1,120	-13%	-$55.3K	0.14%	91
2022 Q4	$406K	Hold	8,578	–	–	0.16%	85
2022 Q3	$378K	Sell	8,578 -1,606	-16%	-$78.6K	0.18%	72
2022 Q2	$473K	Sell	10,184 -1,229	-11%	-$62K	0.2%	65
2022 Q1	$634K	Sell	11,413 -198	-2%	-$10.9K	0.23%	60
2021 Q4	$679K	Sell	11,611 -625	-5%	-$35.4K	0.24%	57
2021 Q3	$648K	Buy	12,236 +3,270	+36%	+$178K	0.25%	57
2021 Q2	$475K	Buy	8,966 +2,512	+39%	+$130K	0.19%	67
2021 Q1	$317K	Buy	6,454 +2,681	+71%	+$128K	0.16%	77
2020 Q4	$174K	Hold	3,773	–	–	0.09%	110
2020 Q3	$154K	Buy	3,773 +2,640	+233%	+$107K	0.09%	109
2020 Q2	$43K	Buy	+1,133	New	+$40.5K	0.03%	241

Other funds holding SPTM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

TS Financial Group (TSFG)'s SPTM Position: Q2 2026 in Review

TS Financial Group (TSFG) increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.65% in Q2 2026, buying an estimated $88 and bringing the position to 156 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

TS Financial Group (TSFG) first reported a position in SPTM in Q2 2020 and has held it in 25 quarters since. The position peaked at $679K in Q4 2021. 359 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

TS Financial Group (TSFG) held 156 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $14K as of Q2 2026.
TS Financial Group (TSFG) bought 1 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share in Q2 2026, an estimated $88.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #561 holding.
TS Financial Group (TSFG) first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2020 and has held it in 25 quarters since.
TS Financial Group (TSFG)'s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $679K in Q4 2021.
359 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.