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 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

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

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

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Gibson Wealth Advisors's SPTM Position: Q2 2026 in Review

Gibson Wealth Advisors held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 10,500 shares worth $953K. The position accounts for 0.59% of the portfolio, ranked #16.

Gibson Wealth Advisors first reported a position in SPTM in Q4 2021 and has held it in 15 quarters since. The position peaked at $31.4M in Q4 2022. 167 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Gibson Wealth Advisors held 10,500 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $953K as of Q2 2026.
Gibson Wealth Advisors 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 0.59% of Gibson Wealth Advisors's portfolio in Q2 2026, its #16 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 15 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.
167 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Gibson Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.