4Wealth Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

4Wealth Advisors’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	$208K	Buy	+2,252	New	+$207K	0.14%	134

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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

4Wealth Advisors's SPTM Position: Q3 2026 in Review

4Wealth Advisors opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2026: 2,252 shares worth $208K. The stake represents 0.14% of the portfolio and ranks #134 among its holdings.

618 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

4Wealth Advisors held 2,252 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $208K as of Q3 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new 4Wealth Advisors position in Q3 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.14% of 4Wealth Advisors's portfolio in Q3 2026, its #134 holding.
618 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.