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

IMG Wealth Management’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 		$10.8K Hold
119
– – 0.01% 310
2026
Q1 		$9.41K Sell
119
-120
-50% -$9.91K 0.01% 301
2025
Q4 		$19.7K Hold
239
– – 0.01% 241
2025
Q3 		$19.3K Hold
239
– – 0.01% 207
2025
Q2 		$17.9K Hold
239
– – 0.01% 206
2025
Q1 		$16.3K Hold
239
– – 0.01% 201
2024
Q4 		$17.1K Buy
+239
New +$17.2K 0.02% 180

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

IMG Wealth Management's SPTM Position: Q2 2026 in Review

IMG Wealth Management held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 119 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #310.

IMG Wealth Management first reported a position in SPTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.7K in Q4 2025. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • IMG Wealth Management held 119 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $10.8K as of Q2 2026.
  • IMG Wealth Management left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of IMG Wealth Management's portfolio in Q2 2026, its #310 holding.
  • IMG Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • IMG Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $19.7K in Q4 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 IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.