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

Accurate Wealth Management’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 Q2	$339K	Sell	3,704 -117	-3%	-$10.3K	0.03%	428
2026 Q1	$316K	Buy	3,821 +241	+7%	+$19.9K	0.04%	413
2025 Q4	$301K	Buy	3,580 +836	+30%	+$68.4K	0.04%	407
2025 Q3	$220K	Buy	+2,744	New	+$213K	0.03%	463
2023 Q1	–	Sell	-477	Closed	-$23.1K	–	1267
2022 Q4	$23.1K	Buy	+477	New	+$22.7K	0.01%	638
2022 Q3	–	Sell	-16,262	Closed	-$779K	–	210
2022 Q2	$779K	Sell	16,262 -3,369	-17%	-$170K	0.42%	49
2022 Q1	$1.09M	Buy	19,631 +12,820	+188%	+$703K	0.49%	49
2021 Q4	$376K	Hold	6,811	–	–	0.31%	89
2021 Q3	$376K	Buy	6,811 +1,572	+30%	+$85.5K	0.33%	84
2021 Q2	$278K	Buy	+5,239	New	+$271K	0.24%	99

Other funds holding SPTM

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WAP

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

PFA

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

HFS

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Accurate Wealth Management's SPTM Position: Q2 2026 in Review

Accurate Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 3.1% in Q2 2026, selling an estimated $10.3K and leaving 3,704 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #428.

Accurate Wealth Management first reported a position in SPTM in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.09M in Q1 2022. 330 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Accurate Wealth Management held 3,704 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $339K as of Q2 2026.
Accurate Wealth Management sold 117 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $10.3K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #428 holding.
Accurate Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2021 and has held it in 10 quarters since.
Accurate Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.09M in Q1 2022.
330 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.