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

Wrenne 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 Q3	$1.82M	Buy	19,807 +21	+0.1%	+$1.94K	0.6%	19
2026 Q2	$1.8M	Hold	19,786	–	–	0.61%	19
2026 Q1	$1.56M	Sell	19,786 -269	-1%	-$22.2K	0.61%	20
2025 Q4	$1.65M	Sell	20,055 -4,355	-18%	-$356K	0.67%	20
2025 Q3	$1.97M	Sell	24,410 -410	-2%	-$31.9K	0.84%	19
2025 Q2	$1.86M	Sell	24,820 -434	-2%	-$30.1K	0.87%	19
2025 Q1	$1.72M	Sell	25,254 -70	-0.3%	-$5.01K	0.91%	20
2024 Q4	$1.81M	Sell	25,324 -426	-2%	-$30.7K	1.03%	18
2024 Q3	$1.8M	Buy	25,750 +740	+3%	+$50K	1.07%	18
2024 Q2	$1.66M	Sell	25,010 -356	-1%	-$22.8K	1.14%	18
2024 Q1	$1.63M	Sell	25,366 -1,991	-7%	-$121K	1.2%	18
2023 Q4	$1.6M	Buy	+27,357	New	+$1.49M	1.36%	18

Other funds holding SPTM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 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

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 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

Wrenne Financial Planning's SPTM Position: Q3 2026 in Review

Wrenne Financial Planning increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.11% in Q3 2026, buying an estimated $1.94K and bringing the position to 19,807 shares worth $1.82M. The position accounts for 0.6% of the portfolio, ranked #19.

Wrenne Financial Planning first reported a position in SPTM in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.97M in Q3 2025. 573 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Wrenne Financial Planning held 19,807 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.82M as of Q3 2026.
Wrenne Financial Planning bought 21 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $1.94K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.6% of Wrenne Financial Planning's portfolio in Q3 2026, its #19 holding.
Wrenne Financial Planning first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and has held it in 12 quarters since.
Wrenne Financial Planning's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.97M in Q3 2025.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Wrenne Financial Planning's 13F filing for Q3 2026, filed 30 Oct 2026.