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

Alliance Wealth Management Group’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 		$1.3M Sell
16,490
-61
-0.4% -$5.04K 0.29% 45
2025
Q4 		$1.37M Sell
16,551
-893
-5% -$73K 0.3% 44
2025
Q3 		$1.41M Sell
17,444
-1,258
-7% -$97.8K 0.31% 44
2025
Q2 		$1.4M Buy
18,702
+528
+3% +$36.6K 0.36% 38
2025
Q1 		$1.24M Sell
18,174
-738
-4% -$52.8K 0.33% 40
2024
Q4 		$1.35M Sell
18,912
-3,699
-16% -$266K 0.36% 38
2024
Q3 		$1.58M Sell
22,611
-365
-2% -$24.6K 0.42% 38
2024
Q2 		$1.52M Sell
22,976
-1,116
-5% -$71.5K 0.44% 38
2024
Q1 		$1.55M Sell
24,092
-1,043
-4% -$63.6K 0.45% 38
2023
Q4 		$1.47M Buy
+25,135
New +$1.37M 0.46% 39
2023
Q2 		$1.43M Buy
26,191
+3,292
+14% +$170K 0.46% 39
2023
Q1 		$1.15M Buy
22,899
+178
+0.8% +$8.79K 0.39% 39
2022
Q4 		$1.07M Sell
22,721
-634
-3% -$30.1K 0.39% 38
2022
Q3 		$1.03M Sell
23,355
-5,835
-20% -$286K 0.4% 37
2022
Q2 		$1.36M Sell
29,190
-159
-0.5% -$8.03K 0.5% 36
2022
Q1 		$1.63M Sell
29,349
-2,522
-8% -$138K 0.53% 35
2021
Q4 		$1.86M Buy
31,871
+296
+0.9% +$16.8K 0.58% 34
2021
Q3 		$1.67M Sell
31,575
-451
-1% -$24.5K 0.54% 34
2021
Q2 		$1.7M Sell
32,026
-1,002
-3% -$51.8K 0.56% 33
2021
Q1 		$1.63M Buy
33,028
+3,269
+11% +$156K 0.61% 28
2020
Q4 		$1.37M Sell
29,759
-811
-3% -$35.3K 0.54% 29
2020
Q3 		$1.25M Sell
30,570
-3,868
-11% -$157K 0.54% 29
2020
Q2 		$1.3M Sell
34,438
-4,705
-12% -$168K 0.59% 29
2020
Q1 		$1.23M Sell
39,143
-11,579
-23% -$436K 0.66% 25
2019
Q4 		$2.02M Sell
50,722
-296
-0.6% -$11.3K 0.9% 23
2019
Q3 		$1.87M Buy
51,018
+1,956
+4% +$71.7K 0.9% 22
2019
Q2 		$1.79M Buy
49,062
+6,974
+17% +$250K 0.88% 23
2019
Q1 		$1.48M Buy
42,088
+488
+1% +$16.5K 0.79% 26
2018
Q4 		$1.29M Sell
41,600
-747
-2% -$24.9K 0.77% 27
2018
Q3 		$1.53M Buy
42,347
+18
+0% +$641 0.84% 25
2018
Q2 		$1.44M Buy
42,329
+1,539
+4% +$51.9K 0.83% 30
2018
Q1 		$1.34M Sell
40,790
-291
-0.7% -$9.86K 0.63% 34
2017
Q4 		$1.36M Buy
+41,081
New +$1.33M 0.68% 30

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
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 $651M AUM 15.34% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Alliance Wealth Management Group's SPTM Position: Q1 2026 in Review

Alliance Wealth Management Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.37% in Q1 2026, selling an estimated $5.04K and leaving 16,490 shares worth $1.3M. The position accounts for 0.29% of the portfolio, ranked #45.

Alliance Wealth Management Group first reported a position in SPTM in Q4 2017 and has held it in 33 quarters since. The position peaked at $2.02M in Q4 2019. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Alliance Wealth Management Group held 16,490 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.3M as of Q1 2026.
  • Alliance Wealth Management Group sold 61 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $5.04K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.29% of Alliance Wealth Management Group's portfolio in Q1 2026, its #45 holding.
  • Alliance Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2017 and has held it in 33 quarters since.
  • Alliance Wealth Management Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.02M in Q4 2019.
  • 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 Alliance Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.