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

Zhang Financial’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	$22.4M	Buy	283,279 +19,586	+7%	+$1.62M	0.77%	29
2025 Q4	$21.8M	Sell	263,693 -3,271	-1%	-$267K	0.81%	26
2025 Q3	$21.5M	Buy	266,964 +12,068	+5%	+$938K	0.87%	24
2025 Q2	$19.1M	Sell	254,896 -11,652	-4%	-$809K	0.88%	25
2025 Q1	$18.1M	Buy	266,548 +74,132	+39%	+$5.31M	0.96%	22
2024 Q4	$13.7M	Buy	192,416 +14,405	+8%	+$1.04M	0.79%	28
2024 Q3	$12.5M	Buy	178,011 +26,740	+18%	+$1.81M	0.79%	23
2024 Q2	$10M	Buy	151,271 +15,712	+12%	+$1.01M	0.7%	25
2024 Q1	$8.7M	Buy	135,559 +67,295	+99%	+$4.11M	0.64%	28
2023 Q4	$3.99M	Buy	68,264 +47,941	+236%	+$2.62M	0.34%	41
2023 Q3	$1.07M	Buy	20,323 +1,871	+10%	+$102K	0.11%	108
2023 Q2	$1M	Sell	18,452 -2,815	-13%	-$145K	0.1%	111
2023 Q1	$1.07M	Buy	21,267 +60	+0.3%	+$2.96K	0.12%	105
2022 Q4	$1M	Buy	+21,207	New	+$1.01M	0.13%	96

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

Zhang Financial's SPTM Position: Q1 2026 in Review

Zhang Financial increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 7.4% in Q1 2026, buying an estimated $1.62M and bringing the position to 283,279 shares worth $22.4M. The position accounts for 0.77% of the portfolio, ranked #29.

Zhang Financial first reported a position in SPTM in Q4 2022 and has held it in 14 quarters since. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Zhang Financial held 283,279 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $22.4M as of Q1 2026.
Zhang Financial bought 19,586 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $1.62M.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.77% of Zhang Financial's portfolio in Q1 2026, its #29 holding.
Zhang Financial first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
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 Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.