Axxcess Wealth Management
SPTM icon

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

Axxcess 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
Q3 		$1.73M Sell
18,745
-517
-3% -$47.6K 0.07% 268
2026
Q2 		$1.75M Buy
+19,262
New +$1.7M 0.03% 415
2026
Q1 		– Sell
-25,017
Closed -$2.06M – 917
2025
Q4 		$2.06M Sell
25,017
-399
-2% -$32.6K 0.04% 373
2025
Q3 		$2.05M Sell
25,416
-1,843
-7% -$143K 0.04% 304
2025
Q2 		$2.04M Sell
27,259
-93
-0.3% -$6.45K 0.05% 293
2025
Q1 		$1.86M Buy
27,352
+5,776
+27% +$413K 0.05% 278
2024
Q4 		$1.54M Buy
21,576
+2,128
+11% +$153K 0.04% 328
2024
Q3 		$1.36M Buy
19,448
+3,241
+20% +$219K 0.03% 330
2024
Q2 		$1.08M Buy
16,207
+11,872
+274% +$760K 0.03% 364
2024
Q1 		$278K Sell
4,335
-5,583
-56% -$341K 0.01% 692
2023
Q4 		$580K Sell
9,918
-58
-0.6% -$3.17K 0.02% 477
2023
Q3 		$524K Buy
9,976
+60
+0.6% +$3.28K 0.02% 458
2023
Q2 		$540K Sell
9,916
-67
-0.7% -$3.46K 0.04% 339
2023
Q1 		$503K Buy
9,983
+4,985
+100% +$246K 0.04% 371
2022
Q4 		$236K Sell
4,998
-6,234
-56% -$296K 0.02% 507
2022
Q3 		$495K Sell
11,232
-751
-6% -$36.8K 0.05% 321
2022
Q2 		$557K Buy
+11,983
New +$605K 0.05% 287

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
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 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
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

Axxcess Wealth Management's SPTM Position: Q3 2026 in Review

Axxcess Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.7% in Q3 2026, selling an estimated $47.6K and leaving 18,745 shares worth $1.73M. The position accounts for 0.07% of the portfolio, ranked #268.

Axxcess Wealth Management first reported a position in SPTM in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.06M in Q4 2025. 218 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Axxcess Wealth Management held 18,745 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.73M as of Q3 2026.
  • Axxcess Wealth Management sold 517 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $47.6K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.07% of Axxcess Wealth Management's portfolio in Q3 2026, its #268 holding.
  • Axxcess Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2022 and has held it in 17 quarters since.
  • Axxcess Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.06M in Q4 2025.
  • 218 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.