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

Formidable Asset 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	$284K	Hold	3,597	–	–	0.05%	330
2026 Q1	$297K	Sell	3,597 -75	-2%	-$6.19K	0.05%	320
2025 Q4	$296K	Hold	3,672	–	–	0.04%	337
2025 Q3	$275K	Hold	3,672	–	–	0.04%	336
2025 Q2	$250K	Hold	3,672	–	–	0.04%	332
2025 Q1	$250K	Hold	3,672	–	–	0.04%	331
2024 Q4	$262K	Sell	3,672 -36	-1%	-$2.59K	0.04%	321
2024 Q3	$260K	Buy	3,708 +1	+0%	+$68	0.04%	319
2024 Q2	$246K	Buy	3,707 +459	+14%	+$29.4K	0.04%	334
2024 Q1	$208K	Buy	+3,248	New	+$198K	0.03%	326
2021 Q3	–	Sell	-5,641	Closed	-$299K	–	384
2021 Q2	$299K	Hold	5,641	–	–	0.06%	235
2021 Q1	$276K	Hold	5,641	–	–	0.06%	226
2020 Q4	$260K	Hold	5,641	–	–	0.06%	225
2020 Q3	$231K	Hold	5,641	–	–	0.07%	210
2020 Q2	$213K	Buy	+5,641	New	+$202K	0.06%	234
2020 Q1	–	Sell	-5,641	Closed	-$225K	–	269
2019 Q4	$225K	Hold	5,641	–	–	0.07%	192
2019 Q3	$207K	Sell	5,641 -234	-4%	-$8.58K	0.19%	92
2019 Q2	$214K	Sell	5,875 -20,328	-78%	-$728K	0.07%	188
2019 Q1	$655K	Buy	+26,203	New	+$887K	0.26%	82
2018 Q3	–	Sell	-122,357	Closed	-$4.16M	–	167
2018 Q2	$4.16M	Buy	+122,357	New	+$4.13M	1.79%	13
2018 Q1	–	Sell	-76,065	Closed	-$2.53M	–	118
2017 Q4	$2.53M	Buy	+76,065	New	+$2.46M	1.16%	17

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 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

Formidable Asset Management's SPTM Position: Q2 2026 in Review

Formidable Asset Management held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 3,597 shares worth $284K. The position accounts for 0.05% of the portfolio, ranked #330.

Formidable Asset Management first reported a position in SPTM in Q4 2017 and has held it in 21 quarters since. The position peaked at $4.16M in Q2 2018. 153 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Formidable Asset Management held 3,597 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $284K as of Q2 2026.
Formidable Asset Management left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.05% of Formidable Asset Management's portfolio in Q2 2026, its #330 holding.
Formidable Asset Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2017 and has held it in 21 quarters since.
Formidable Asset Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $4.16M in Q2 2018.
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 Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.