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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
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

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 $59.8B 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
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

GoalVest Advisory's SPTM Position: Q2 2026 in Review

GoalVest Advisory opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026: 70 shares worth $6.36K. The stake represents ﹤0.01% of the portfolio and ranks #374 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in SPTM as recently as Q1 2023.

GoalVest Advisory first reported a position in SPTM in Q1 2023 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • GoalVest Advisory held 70 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $6.36K as of Q2 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new GoalVest Advisory position in Q2 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #374 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 2 quarters since.
  • 153 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.