GoalVest Advisory’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

GoalVest 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 Q3	$6.44K	Hold	70	–	–	﹤0.01%	515
2026 Q2	$6.36K	Buy	+70	New	+$6.16K	﹤0.01%	374
2023 Q2	–	Sell	-93	Closed	-$4.69K	–	407
2023 Q1	$4.69K	Buy	+93	New	+$4.59K	﹤0.01%	207

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

GoalVest Advisory's SPTM Position: Q3 2026 in Review

GoalVest Advisory held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q3 2026 at 70 shares worth $6.44K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

GoalVest Advisory first reported a position in SPTM in Q1 2023 and has held it in 3 quarters since. 246 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

GoalVest Advisory held 70 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $6.44K as of Q3 2026.
GoalVest Advisory 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 ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #515 holding.
GoalVest Advisory first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2023 and has held it in 3 quarters since.
246 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.