FEG
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Financial Enhancement Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Financial Enhancement 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 		$1.16M Sell
12,336
-13,195
-52% -$1.22M 0.13% 82
2026
Q2 		$2.32M Buy
25,531
+373
+1% +$32.8K 0.28% 67
2026
Q1 		$2.17M Buy
25,158
+465
+2% +$38.4K 0.27% 69
2025
Q4 		$2.06M Sell
24,693
-4,289
-15% -$351K 0.27% 70
2025
Q3 		$2.36M Sell
28,982
-575
-2% -$44.7K 0.32% 65
2025
Q2 		$2.24M Sell
29,557
-3,175
-10% -$220K 0.32% 68
2025
Q1 		$2.1M Sell
32,732
-644
-2% -$46.1K 0.33% 64
2024
Q4 		$2.37M Sell
33,376
-634,103
-95% -$45.6M 0.36% 56
2024
Q3 		$33.6M Buy
667,479
+513,287
+333% +$34.7M 6.53% 1
2024
Q2 		$10.3M Sell
154,192
-9,633
-6% -$617K 1.65% 20
2024
Q1 		$10.2M Buy
163,825
+102
+0.1% +$6.22K 1.68% 18
2023
Q4 		$9.48M Sell
163,723
-33,227
-17% -$1.81M 1.67% 20
2023
Q3 		$10.5M Buy
196,950
+24
+0% +$1.31K 2.02% 12
2023
Q2 		$10.9M Sell
196,926
-470,553
-70% -$24.3M 2.02% 11
2023
Q1 		$33.6M Buy
667,479
+15,217
+2% +$751K 6.53% 1
2022
Q4 		$33.2M Buy
+652,262
New +$31M 6.36% 1

Other funds holding SPTM

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
SPWG
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
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Financial Enhancement Group's SPTM Position: Q3 2026 in Review

Financial Enhancement Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 52% in Q3 2026, selling an estimated $1.22M and leaving 12,336 shares worth $1.16M. The position accounts for 0.13% of the portfolio, ranked #82.

Financial Enhancement Group first reported a position in SPTM in Q4 2022 and has held it in 16 quarters since. The position peaked at $33.6M in Q3 2024. 99 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Financial Enhancement Group held 12,336 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.16M as of Q3 2026.
  • Financial Enhancement Group sold 13,195 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $1.22M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.13% of Financial Enhancement Group's portfolio in Q3 2026, its #82 holding.
  • Financial Enhancement Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2022 and has held it in 16 quarters since.
  • Financial Enhancement Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $33.6M in Q3 2024.
  • 99 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Financial Enhancement Group's 13F filing for Q3 2026, filed 8 Oct 2026.