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

Gibson Wealth Advisors’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	$967K	Hold	10,500	–	–	0.6%	15
2026 Q2	$953K	Hold	10,500	–	–	0.59%	16
2026 Q1	$830K	Hold	10,500	–	–	0.56%	17
2025 Q4	$866K	Hold	10,500	–	–	0.59%	16
2025 Q3	$847K	Hold	10,500	–	–	0.6%	17
2025 Q2	$786K	Hold	10,500	–	–	0.58%	18
2025 Q1	$714K	Hold	10,500	–	–	0.57%	19
2024 Q4	$750K	Hold	10,500	–	–	0.62%	16
2024 Q3	$736K	Hold	10,500	–	–	0.6%	16
2024 Q2	$697K	Hold	10,500	–	–	0.65%	16
2024 Q1	$674K	Buy	+10,500	New	+$641K	0.65%	16
2022 Q4	$31.4M	Buy	661,500 +651,000	+6,200%	+$30.9M	0.6%	22
2022 Q3	$463K	Hold	10,500	–	–	0.53%	20
2022 Q2	$488K	Hold	10,500	–	–	0.54%	18
2022 Q1	$584K	Hold	10,500	–	–	0.6%	19
2021 Q4	$614K	Buy	+10,500	New	+$594K	0.63%	17

Other funds holding SPTM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Gibson Wealth Advisors's SPTM Position: Q3 2026 in Review

Gibson Wealth Advisors held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q3 2026 at 10,500 shares worth $967K. The position accounts for 0.6% of the portfolio, ranked #15.

Gibson Wealth Advisors first reported a position in SPTM in Q4 2021 and has held it in 16 quarters since. The position peaked at $31.4M in Q4 2022. 222 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Gibson Wealth Advisors held 10,500 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $967K as of Q3 2026.
Gibson Wealth Advisors left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.6% of Gibson Wealth Advisors's portfolio in Q3 2026, its #15 holding.
Gibson Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and has held it in 16 quarters since.
Gibson Wealth Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $31.4M in Q4 2022.
222 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Gibson Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.