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

HBW Advisory Services’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	$19.1M	Buy	207,416 +586	+0.3%	+$54K	1.89%	6
2026 Q2	$18.8M	Buy	206,830 +4,070	+2%	+$358K	1.7%	8
2026 Q1	$16M	Buy	202,760 +1,395	+0.7%	+$115K	1.69%	9
2025 Q4	$16.6M	Sell	201,365 -1,086	-0.5%	-$88.8K	1.81%	10
2025 Q3	$16.3M	Buy	202,451 +19,219	+10%	+$1.49M	1.84%	8
2025 Q2	$13.7M	Buy	183,232 +14,373	+9%	+$998K	1.69%	9
2025 Q1	$11.5M	Buy	168,859 +7,292	+5%	+$522K	1.63%	9
2024 Q4	$11.5M	Buy	161,567 +9,174	+6%	+$660K	1.18%	10
2024 Q3	$10.7M	Buy	152,393 +375	+0.2%	+$25.3K	1.56%	11
2024 Q2	$10.1M	Buy	152,018 +66,247	+77%	+$4.24M	1.67%	6
2024 Q1	$5.01M	Hold	85,771	–	–	0.94%	18
2023 Q4	$5.01M	Buy	85,771 +220	+0.3%	+$12K	0.94%	18
2023 Q3	$4.49M	Sell	85,551 -13,667	-14%	-$747K	0.94%	18
2023 Q2	$5.4M	Sell	99,218 -2,064	-2%	-$106K	1.17%	13
2023 Q1	$5.11M	Buy	101,282 +342	+0.3%	+$16.9K	1.27%	12
2022 Q4	$4.77M	Buy	100,940 +1,568	+2%	+$74.5K	1.26%	18
2022 Q3	$4.38M	Sell	99,372 -1,587	-2%	-$77.7K	1.22%	18
2022 Q2	$4.69M	Buy	100,959 +2,817	+3%	+$142K	1.21%	17
2022 Q1	$5.46M	Sell	98,142 -1,563	-2%	-$85.7K	1.91%	9
2021 Q4	$5.83M	Sell	99,705 -4,512	-4%	-$255K	1.35%	12
2021 Q3	$5.52M	Buy	104,217 +3,833	+4%	+$209K	1.43%	9
2021 Q2	$5.32M	Sell	100,384 -2,474	-2%	-$128K	1.4%	10
2021 Q1	$5.06M	Buy	102,858 +1,049	+1%	+$50.2K	1.35%	13
2020 Q4	$4.69M	Buy	101,809 +302	+0.3%	+$13.2K	1.43%	15
2020 Q3	$4.15M	Buy	101,507 +16,647	+20%	+$674K	1.7%	9
2020 Q2	$3.21M	Buy	84,860 +1,389	+2%	+$49.7K	1.49%	13
2020 Q1	$2.79M	Sell	83,471 -3,498	-4%	-$132K	2.02%	13
2019 Q4	$3.49M	Buy	86,969 +6,245	+8%	+$238K	2.04%	11
2019 Q3	$2.88M	Buy	+80,724	New	+$2.96M	2.76%	7

Other funds holding SPTM

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

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

WFS

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

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

FPFC

Financial Planning Fort Collins Fort Collins, Colorado $137M AUM 12.62% 1-Year Est. Return

HBW Advisory Services's SPTM Position: Q3 2026 in Review

HBW Advisory Services increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.28% in Q3 2026, buying an estimated $54K and bringing the position to 207,416 shares worth $19.1M. The position accounts for 1.89% of the portfolio, ranked #6.

HBW Advisory Services first reported a position in SPTM in Q3 2019 and has held it in 29 quarters since. 136 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

HBW Advisory Services held 207,416 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $19.1M as of Q3 2026.
HBW Advisory Services bought 586 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $54K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.89% of HBW Advisory Services's portfolio in Q3 2026, its #6 holding.
HBW Advisory Services first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2019 and has held it in 29 quarters since.
136 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on HBW Advisory Services's 13F filing for Q3 2026, filed 15 Oct 2026.