GWSA
SPTM icon

Global Wealth Strategies & Associates’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-437
Closed -$34.5K – 417
2026
Q1 		$34.5K Hold
437
– – 0.01% 210
2025
Q4 		$36.1K Hold
437
– – 0.01% 185
2025
Q3 		$35.2K Hold
437
– – 0.01% 174
2025
Q2 		$32.7K Hold
437
– – 0.01% 135
2025
Q1 		$29.7K Hold
437
– – 0.01% 153
2024
Q4 		$31.2K Hold
437
– – 0.01% 133
2024
Q3 		$30.6K Hold
437
– – 0.01% 119
2024
Q2 		$29K Hold
437
– – 0.01% 109
2024
Q1 		$28K Buy
+437
New +$26.7K 0.01% 115

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 $59.6B AUM 29.42% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FPFC
Financial Planning Fort Collins Fort Collins, Colorado $127M AUM
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return