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

XY Planning Network’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	$333K	Sell	3,621 -342	-9%	-$31.5K	0.04%	305
2026 Q2	$360K	Buy	3,963 +203	+5%	+$17.9K	0.05%	259
2026 Q1	$300K	Buy	3,760 +342	+10%	+$28.2K	0.05%	236
2025 Q4	$282K	Buy	+3,418	New	+$279K	0.05%	225

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

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

Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 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

XY Planning Network's SPTM Position: Q3 2026 in Review

XY Planning Network reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 8.6% in Q3 2026, selling an estimated $31.5K and leaving 3,621 shares worth $333K. The position accounts for 0.04% of the portfolio, ranked #305.

XY Planning Network first reported a position in SPTM in Q4 2025 and has held it in 4 quarters since. The position peaked at $360K in Q2 2026. 341 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

XY Planning Network held 3,621 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $333K as of Q3 2026.
XY Planning Network sold 342 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $31.5K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.04% of XY Planning Network's portfolio in Q3 2026, its #305 holding.
XY Planning Network first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2025 and has held it in 4 quarters since.
XY Planning Network's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $360K in Q2 2026.
341 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.