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

ARS Wealth Advisors 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
Q3 		$93.4M Sell
1,014,692
-4,059
-0.4% -$374K 6.79% 2
2026
Q2 		$92.5M Sell
1,018,751
-13,341
-1% -$1.17M 7.24% 2
2026
Q1 		$81.6M Buy
1,032,092
+12,254
+1% +$1.01M 6.89% 2
2025
Q4 		$84.1M Buy
1,019,838
+3,851
+0.4% +$315K 7.58% 2
2025
Q3 		$81.9M Sell
1,015,987
-479
-0% -$37.2K 8.09% 1
2025
Q2 		$76.1M Buy
1,016,466
+19,669
+2% +$1.37M 8.77% 1
2025
Q1 		$67.8M Sell
996,797
-7,400
-0.7% -$530K 9.57% 1
2024
Q4 		$71.7M Buy
1,004,197
+6,145
+0.6% +$442K 9.85% 1
2024
Q3 		$69.9M Sell
998,052
-7,720
-0.8% -$521K 8.59% 1
2024
Q2 		$66.7M Buy
1,005,772
+12,703
+1% +$813K 8.66% 1
2024
Q1 		$63.7M Buy
993,069
+109,246
+12% +$6.67M 8.6% 1
2023
Q4 		$51.7M Buy
883,823
+65,676
+8% +$3.59M 7.65% 1
2023
Q3 		$42.9M Buy
818,147
+16,462
+2% +$900K 7.04% 1
2023
Q2 		$43.6M Sell
801,685
-17,400
-2% -$898K 6.93% 1
2023
Q1 		$41.3M Buy
819,085
+17,836
+2% +$881K 7.61% 1
2022
Q4 		$37.9M Sell
801,249
-24,325
-3% -$1.16M 6.24% 1
2022
Q3 		$36.4M Sell
825,574
-1,288
-0.2% -$63.1K 5.56% 1
2022
Q2 		$38.4M Sell
826,862
-22,126
-3% -$1.12M 5.28% 1
2022
Q1 		$47.2M Buy
848,988
+1,478
+0.2% +$81K 8.23% 1
2021
Q4 		$49.5M Buy
847,510
+6,371
+0.8% +$361K 8.32% 1
2021
Q3 		$44.6M Buy
+841,139
New +$45.8M 8.09% 1

Other funds holding SPTM

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealthcare Advisory Partners
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
Voisard Asset Management Group
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
Weitzel Financial Services
Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

ARS Wealth Advisors Group's SPTM Position: Q3 2026 in Review

ARS Wealth Advisors Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.4% in Q3 2026, selling an estimated $374K and leaving 1,014,692 shares worth $93.4M. The position accounts for 6.79% of the portfolio, ranked #2.

ARS Wealth Advisors Group first reported a position in SPTM in Q3 2021 and has held it in 21 quarters since. 287 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • ARS Wealth Advisors Group held 1,014,692 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $93.4M as of Q3 2026.
  • ARS Wealth Advisors Group sold 4,059 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $374K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 6.79% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #2 holding.
  • ARS Wealth Advisors Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2021 and has held it in 21 quarters since.
  • 287 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.