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

Echo 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	$472K	Sell	5,123 -22	-0.4%	-$2.03K	0.23%	32
2026 Q2	$467K	Sell	5,145 -221	-4%	-$19.4K	0.24%	28
2026 Q1	$424K	Sell	5,366 -1,853	-26%	-$153K	0.24%	28
2025 Q4	$596K	Sell	7,219 -1,641	-19%	-$134K	0.35%	27
2025 Q3	$715K	Sell	8,860 -329	-4%	-$25.6K	0.42%	26
2025 Q2	$688K	Buy	9,189 +121	+1%	+$8.4K	0.42%	28
2025 Q1	$617K	Sell	9,068 -8,682	-49%	-$621K	0.42%	29
2024 Q4	$1.27M	Buy	17,750 +122	+0.7%	+$8.78K	0.88%	26
2024 Q3	$1.24M	Sell	17,628 -5,341	-23%	-$361K	0.87%	26
2024 Q2	$1.52M	Sell	22,969 -315	-1%	-$20.2K	1.15%	25
2024 Q1	$1.49M	Buy	23,284 +601	+3%	+$36.7K	1.24%	23
2023 Q4	$1.32M	Sell	22,683 -5,197	-19%	-$284K	1.23%	25
2023 Q3	$1.46M	Sell	27,880 -1,278	-4%	-$69.8K	1.58%	18
2023 Q2	$1.62M	Buy	29,158 +776	+3%	+$40K	1.75%	16
2023 Q1	$1.43M	Sell	28,382 -773	-3%	-$38.2K	1.58%	16
2022 Q4	$1.44M	Buy	29,155 +2,643	+10%	+$126K	1.53%	19
2022 Q3	$1.24M	Buy	26,512 +4,973	+23%	+$243K	1.63%	16
2022 Q2	$1.03M	Buy	21,539 +9,375	+77%	+$473K	1.38%	18
2022 Q1	$656K	Buy	12,164 +1,057	+10%	+$58K	0.77%	26
2021 Q4	$637K	Buy	11,107 +733	+7%	+$41.5K	0.73%	29
2021 Q3	$560K	Buy	10,374 +300	+3%	+$16.3K	0.66%	30
2021 Q2	$536K	Sell	10,074 -103	-1%	-$5.33K	0.68%	29
2021 Q1	$501K	Buy	+10,177	New	+$487K	0.63%	32

Other funds holding SPTM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

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

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Keener Financial Planning Keller, Texas $283M AUM 17.22% 1-Year Est. Return

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

Echo Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.43% in Q3 2026, selling an estimated $2.03K and leaving 5,123 shares worth $472K. The position accounts for 0.23% of the portfolio, ranked #32.

Echo Wealth Management first reported a position in SPTM in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.62M in Q2 2023. 522 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Echo Wealth Management held 5,123 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $472K as of Q3 2026.
Echo Wealth Management sold 22 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $2.03K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.23% of Echo Wealth Management's portfolio in Q3 2026, its #32 holding.
Echo Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2021 and has held it in 23 quarters since.
Echo Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.62M in Q2 2023.
522 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Echo Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.