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 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 $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Wrenne Financial Planning's SPTM Position: Q1 2026 in Review

Wrenne Financial Planning reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.3% in Q1 2026, selling an estimated $22.2K and leaving 19,786 shares worth $1.56M. The position accounts for 0.61% of the portfolio, ranked #20.

Wrenne Financial Planning first reported a position in SPTM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.97M in Q3 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Wrenne Financial Planning held 19,786 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.56M as of Q1 2026.
Wrenne Financial Planning sold 269 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $22.2K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.61% of Wrenne Financial Planning's portfolio in Q1 2026, its #20 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 10 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.
743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Wrenne Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.