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

Global Wealth Management Investment Advisory’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	$976K	Sell	10,749 -457	-4%	-$40.2K	0.14%	106
2026 Q1	$886K	Buy	11,206 +71	+0.6%	+$5.86K	0.14%	108
2025 Q4	$919K	Sell	11,135 -55	-0.5%	-$4.5K	0.15%	107
2025 Q3	$902K	Buy	11,190 +7,779	+228%	+$605K	0.15%	109
2025 Q2	$255K	Buy	+3,411	New	+$237K	0.05%	135
2019 Q3	–	Sell	-612	Closed	-$22K	–	726
2019 Q2	$22K	Buy	+612	New	+$21.9K	0.01%	261

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Wealth Management Investment Advisory's SPTM Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 4.1% in Q2 2026, selling an estimated $40.2K and leaving 10,749 shares worth $976K. The position accounts for 0.14% of the portfolio, ranked #106.

Global Wealth Management Investment Advisory first reported a position in SPTM in Q2 2019 and has held it in 6 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Global Wealth Management Investment Advisory held 10,749 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $976K as of Q2 2026.
Global Wealth Management Investment Advisory sold 457 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $40.2K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.14% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #106 holding.
Global Wealth Management Investment Advisory first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2019 and has held it in 6 quarters since.
775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.