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

ARQ Wealth 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
Q1 		$464K Buy
5,863
+900
+18% +$74.3K 0.08% 136
2025
Q4 		$409K Sell
4,963
-27
-0.5% -$2.21K 0.11% 101
2025
Q3 		$402K Sell
4,990
-522
-9% -$40.6K 0.12% 102
2025
Q2 		$375K Hold
5,512
– – 0.13% 80
2025
Q1 		$375K Sell
5,512
-113
-2% -$8.09K 0.14% 75
2024
Q4 		$402K Sell
5,625
-42
-0.7% -$3.02K 0.15% 75
2024
Q3 		$390K Sell
5,667
-359
-6% -$24.2K 0.15% 72
2024
Q2 		$400K Sell
6,026
-1,736
-22% -$111K 0.17% 61
2024
Q1 		$498K Buy
7,762
+1,146
+17% +$69.9K 0.22% 60
2023
Q4 		$387K Sell
6,616
-301
-4% -$16.4K 0.23% 46
2023
Q3 		$363K Sell
6,917
-4,989
-42% -$273K 0.27% 42
2023
Q2 		$648K Sell
11,906
-6,878
-37% -$355K 0.42% 39
2023
Q1 		$947K Sell
18,784
-53,978
-74% -$2.67M 0.7% 31
2022
Q4 		$3.44M Buy
72,762
+3,106
+4% +$148K 2.25% 17
2022
Q3 		$3.07M Buy
69,656
+2,281
+3% +$112K 2.38% 16
2022
Q2 		$3.13M Buy
67,375
+1,189
+2% +$60K 2.24% 17
2022
Q1 		$3.68M Buy
66,186
+15,424
+30% +$846K 2.48% 15
2021
Q4 		$2.97M Sell
50,762
-11,389
-18% -$645K 2.11% 17
2021
Q3 		$3.29M Buy
62,151
+582
+0.9% +$31.7K 2.12% 18
2021
Q2 		$3.26M Buy
61,569
+1,476
+2% +$76.4K 2.09% 16
2021
Q1 		$2.96M Sell
60,093
-528
-0.9% -$25.2K 1.91% 17
2020
Q4 		$2.79M Buy
60,621
+10,982
+22% +$479K 1.76% 18
2020
Q3 		$2.03M Buy
49,639
+1,231
+3% +$49.9K 1.96% 15
2020
Q2 		$1.83M Sell
48,408
-737
-1% -$26.4K 1.78% 17
2020
Q1 		$1.55M Buy
+49,145
New +$1.85M 1.76% 16

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

ARQ Wealth Advisors's SPTM Position: Q1 2026 in Review

ARQ Wealth Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 18% in Q1 2026, buying an estimated $74.3K and bringing the position to 5,863 shares worth $464K. The position accounts for 0.08% of the portfolio, ranked #136.

ARQ Wealth Advisors first reported a position in SPTM in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.68M in Q1 2022. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • ARQ Wealth Advisors held 5,863 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $464K as of Q1 2026.
  • ARQ Wealth Advisors bought 900 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $74.3K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.08% of ARQ Wealth Advisors's portfolio in Q1 2026, its #136 holding.
  • ARQ Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2020 and has held it in 25 quarters since.
  • ARQ Wealth Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $3.68M in Q1 2022.
  • 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 ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.