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

Altus Wealth 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 Q2	$2.92M	Sell	32,133 -408	-1%	-$35.9K	1.05%	19
2026 Q1	$2.57M	Sell	32,541 -1,291	-4%	-$107K	1.05%	18
2025 Q4	$2.79M	Sell	33,832 -1,098	-3%	-$89.8K	1.12%	18
2025 Q3	$2.82M	Sell	34,930 -427	-1%	-$33.2K	1.16%	16
2025 Q2	$2.65M	Sell	35,357 -1,076	-3%	-$74.7K	1.17%	15
2025 Q1	$2.48M	Sell	36,433 -1,351	-4%	-$96.7K	1.16%	15
2024 Q4	$2.7M	Sell	37,784 -742	-2%	-$53.4K	1.19%	20
2024 Q3	$2.7M	Sell	38,526 -1,505	-4%	-$102K	1.15%	18
2024 Q2	$2.66M	Sell	40,031 -407	-1%	-$26.1K	1.33%	16
2024 Q1	$2.59M	Buy	+40,438	New	+$2.47M	1.3%	19

Other funds holding SPTM

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

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

MHR

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

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Altus Wealth Group's SPTM Position: Q2 2026 in Review

Altus Wealth Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.3% in Q2 2026, selling an estimated $35.9K and leaving 32,133 shares worth $2.92M. The position accounts for 1.05% of the portfolio, ranked #19.

Altus Wealth Group first reported a position in SPTM in Q1 2024 and has held it in 10 quarters since. 153 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Altus Wealth Group held 32,133 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.92M as of Q2 2026.
Altus Wealth Group sold 408 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $35.9K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.05% of Altus Wealth Group's portfolio in Q2 2026, its #19 holding.
Altus Wealth Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
153 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.