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IAG Wealth Partners’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

IAG Wealth Partners’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 		$15M Sell
164,702
-12,018
-7% -$1.06M 1.48% 25
2026
Q1 		$14M Sell
176,720
-3,804
-2% -$314K 1.56% 22
2025
Q4 		$14.9M Sell
180,524
-6,828
-4% -$558K 1.72% 21
2025
Q3 		$15.1M Buy
187,352
+4,000
+2% +$311K 1.82% 20
2025
Q2 		$13.7M Buy
183,352
+13,576
+8% +$942K 1.82% 20
2025
Q1 		$11.5M Buy
169,776
+3,600
+2% +$258K 1.79% 19
2024
Q4 		$11.9M Sell
166,176
-7,874
-5% -$567K 2.09% 17
2024
Q3 		$12.2M Sell
174,050
-9,664
-5% -$653K 2.25% 14
2024
Q2 		$12.2M Sell
183,714
-5,200
-3% -$333K 2.45% 13
2024
Q1 		$12.1M Sell
188,914
-6,899
-4% -$421K 2.6% 12
2023
Q4 		$11.4M Sell
195,813
-3,919
-2% -$214K 2.61% 12
2023
Q3 		$10.5M Sell
199,732
-8,964
-4% -$490K 2.92% 11
2023
Q2 		$11.4M Buy
208,696
+1,669
+0.8% +$86.1K 3% 10
2023
Q1 		$10.4M Buy
207,027
+2,363
+1% +$117K 2.9% 10
2022
Q4 		$9.68M Buy
204,664
+7,802
+4% +$371K 2.85% 10
2022
Q3 		$8.68M Buy
196,862
+22,631
+13% +$1.11M 2.88% 10
2022
Q2 		$8.1M Buy
174,231
+6,036
+4% +$305K 2.65% 12
2022
Q1 		$9.35M Sell
168,195
-6,206
-4% -$340K 2.94% 10
2021
Q4 		$10.2M Sell
174,401
-12,267
-7% -$694K 3.27% 10
2021
Q3 		$9.89M Sell
186,668
-18,923
-9% -$1.03M 3.52% 10
2021
Q2 		$10.9M Sell
205,591
-23,659
-10% -$1.22M 3.91% 9
2021
Q1 		$11.3M Sell
229,250
-40,645
-15% -$1.94M 4.3% 9
2020
Q4 		$12.4M Sell
269,895
-40,321
-13% -$1.76M 5.08% 7
2020
Q3 		$12.7M Sell
310,216
-80,077
-21% -$3.24M 5.85% 5
2020
Q2 		$14.7M Buy
390,293
+161,633
+71% +$5.78M 7.15% 4
2020
Q1 		$7.19M Buy
228,660
+222,143
+3,409% +$8.36M 4.8% 7
2019
Q4 		$260K Buy
+6,517
New +$248K 0.17% 39

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

IAG Wealth Partners's SPTM Position: Q2 2026 in Review

IAG Wealth Partners reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 6.8% in Q2 2026, selling an estimated $1.06M and leaving 164,702 shares worth $15M. The position accounts for 1.48% of the portfolio, ranked #25.

IAG Wealth Partners first reported a position in SPTM in Q4 2019 and has held it in 27 quarters since. The position peaked at $15.1M in Q3 2025. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • IAG Wealth Partners held 164,702 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $15M as of Q2 2026.
  • IAG Wealth Partners sold 12,018 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $1.06M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.48% of IAG Wealth Partners's portfolio in Q2 2026, its #25 holding.
  • IAG Wealth Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • IAG Wealth Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $15.1M in Q3 2025.
  • 778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.