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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 – 412
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Wealth Strategies & Associates's SPTM Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026, closing a stake of 437 shares — an estimated $34.5K sold.

Global Wealth Strategies & Associates first reported a position in SPTM in Q1 2024 and held it in 9 quarters. The position peaked at $36.1K in Q4 2025. 782 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 437 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $34.5K.
  • Global Wealth Strategies & Associates first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2024 and held it in 9 quarters.
  • Global Wealth Strategies & Associates's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $36.1K in Q4 2025.
  • 782 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 Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.