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 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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 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

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Echo Wealth Management's SPTM Position: Q2 2026 in Review

Echo Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 4.1% in Q2 2026, selling an estimated $19.4K and leaving 5,145 shares worth $467K. The position accounts for 0.24% of the portfolio, ranked #28.

Echo Wealth Management first reported a position in SPTM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.62M in Q2 2023. 366 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Echo Wealth Management held 5,145 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $467K as of Q2 2026.
Echo Wealth Management sold 221 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $19.4K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.24% of Echo Wealth Management's portfolio in Q2 2026, its #28 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 22 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.
366 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Echo Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.