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

Fingerlakes 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	$2.23M	Sell	24,615 -812	-3%	-$71.5K	1.2%	27
2026 Q1	$2.01M	Sell	25,427 -2,773	-10%	-$229K	1.33%	26
2025 Q4	$2.33M	Sell	28,200 -1,850	-6%	-$151K	1.48%	22
2025 Q3	$2.42M	Sell	30,050 -562	-2%	-$43.7K	1.58%	20
2025 Q2	$2.29M	Sell	30,612 -436	-1%	-$30.3K	1.71%	20
2025 Q1	$2.11M	Sell	31,048 -976	-3%	-$69.9K	1.8%	19
2024 Q4	$2.29M	Sell	32,024 -1,224	-4%	-$88.1K	1.85%	18
2024 Q3	$2.33M	Sell	33,248 -899	-3%	-$60.7K	1.94%	16
2024 Q2	$2.27M	Sell	34,147 -694	-2%	-$44.4K	2.03%	15
2024 Q1	$2.24M	Sell	34,841 -219	-0.6%	-$13.4K	2.16%	13
2023 Q4	$2.05M	Buy	35,060 +180	+0.5%	+$9.83K	2.2%	12
2023 Q3	$1.83M	Sell	34,880 -269	-0.8%	-$14.7K	2.24%	11
2023 Q2	$1.91M	Sell	35,149 -372	-1%	-$19.2K	2.19%	10
2023 Q1	$1.79M	Sell	35,521 -974	-3%	-$48.1K	2.23%	11
2022 Q4	$1.73M	Sell	36,495 -1,128	-3%	-$53.6K	2.37%	10
2022 Q3	$1.66M	Buy	37,623 +550	+1%	+$26.9K	2.42%	8
2022 Q2	$1.72M	Buy	37,073 +751	+2%	+$37.9K	2.36%	9
2022 Q1	$2.02M	Buy	36,322 +465	+1%	+$25.5K	2.36%	9
2021 Q4	$2.1M	Buy	+35,857	New	+$2.03M	2.36%	9

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 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

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

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

Fingerlakes Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 3.2% in Q2 2026, selling an estimated $71.5K and leaving 24,615 shares worth $2.23M. The position accounts for 1.2% of the portfolio, ranked #27.

Fingerlakes Wealth Management first reported a position in SPTM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.42M in Q3 2025. 274 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Fingerlakes Wealth Management held 24,615 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.23M as of Q2 2026.
Fingerlakes Wealth Management sold 812 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $71.5K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.2% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #27 holding.
Fingerlakes Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
Fingerlakes Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.42M in Q3 2025.
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 Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.