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

Legacy 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 Q2	$303K	Sell	3,334 -215	-6%	-$18.9K	0.21%	41
2026 Q1	$281K	Sell	3,549 -27,519	-89%	-$2.27M	0.21%	45
2025 Q4	$2.56M	Sell	31,068 -129	-0.4%	-$10.5K	1.93%	10
2025 Q3	$2.52M	Buy	31,197 +1,865	+6%	+$145K	1.89%	10
2025 Q2	$2.2M	Sell	29,332 -3,183	-10%	-$221K	1.74%	10
2025 Q1	$2.21M	Buy	32,515 +1,331	+4%	+$95.3K	1.87%	11
2024 Q4	$2.23M	Sell	31,184 -910	-3%	-$65.5K	1.9%	15
2024 Q3	$2.25M	Sell	32,094 -79	-0.2%	-$5.33K	1.93%	15
2024 Q2	$2.13M	Buy	32,173 +815	+3%	+$52.2K	1.95%	15
2024 Q1	$2.01M	Sell	31,358 -1,085	-3%	-$66.2K	1.91%	14
2023 Q4	$1.9M	Buy	+32,443	New	+$1.77M	2%	14

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

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

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

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Legacy Advisory Services's SPTM Position: Q2 2026 in Review

Legacy Advisory Services reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 6.1% in Q2 2026, selling an estimated $18.9K and leaving 3,334 shares worth $303K. The position accounts for 0.21% of the portfolio, ranked #41.

Legacy Advisory Services first reported a position in SPTM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.56M in Q4 2025. 190 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Legacy Advisory Services held 3,334 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $303K as of Q2 2026.
Legacy Advisory Services sold 215 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $18.9K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.21% of Legacy Advisory Services's portfolio in Q2 2026, its #41 holding.
Legacy Advisory Services first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
Legacy Advisory Services's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.56M in Q4 2025.
190 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.