BW
SPTM icon

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

Balance Wealth’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 		$383K Sell
4,222
-900
-18% -$79.2K 0.1% 110
2026
Q1 		$405K Buy
5,122
+854
+20% +$70.5K 0.13% 102
2025
Q4 		$352K Buy
+4,268
New +$349K 0.11% 107

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
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Balance Wealth's SPTM Position: Q2 2026 in Review

Balance Wealth reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 18% in Q2 2026, selling an estimated $79.2K and leaving 4,222 shares worth $383K. The position accounts for 0.1% of the portfolio, ranked #110.

Balance Wealth first reported a position in SPTM in Q4 2025 and has held it in 3 quarters since. The position peaked at $405K in Q1 2026. 274 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Balance Wealth held 4,222 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $383K as of Q2 2026.
  • Balance Wealth sold 900 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $79.2K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.1% of Balance Wealth's portfolio in Q2 2026, its #110 holding.
  • Balance Wealth first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • Balance Wealth's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $405K in Q1 2026.
  • 274 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.