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

FMA 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 		$1.72M Sell
18,990
-1,255
-6% -$110K 1.1% 20
2026
Q1 		$1.6M Buy
20,245
+44
+0.2% +$3.63K 1.06% 22
2025
Q4 		$1.67M Sell
20,201
-215
-1% -$17.6K 1.08% 21
2025
Q3 		$1.65M Buy
20,416
+367
+2% +$28.5K 1.13% 20
2025
Q2 		$1.5M Sell
20,049
-43
-0.2% -$2.98K 1.11% 20
2025
Q1 		$1.45M Sell
20,092
-897
-4% -$64.2K 1.12% 20
2024
Q4 		$1.5M Sell
20,989
-363
-2% -$26.1K 1.12% 21
2024
Q3 		$1.5M Buy
21,352
+890
+4% +$60.1K 1.09% 21
2024
Q2 		$1.36M Buy
20,462
+2,108
+11% +$135K 1.1% 22
2024
Q1 		$1.18M Buy
18,354
+1,895
+12% +$116K 0.98% 22
2023
Q4 		$962K Buy
+16,459
New +$899K 0.88% 23

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
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
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

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

FMA Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 6.2% in Q2 2026, selling an estimated $110K and leaving 18,990 shares worth $1.72M. The position accounts for 1.1% of the portfolio, ranked #20.

FMA Wealth Management first reported a position in SPTM in Q4 2023 and has held it in 11 quarters since. 153 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • FMA Wealth Management held 18,990 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.72M as of Q2 2026.
  • FMA Wealth Management sold 1,255 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $110K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.1% of FMA Wealth Management's portfolio in Q2 2026, its #20 holding.
  • FMA Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 153 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on FMA Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.