Legacy Advisory Services
SPTM icon

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
Q3 		$275K Sell
2,983
-351
-11% -$32.3K 0.2% 70
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% -$5.34K 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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
ARS Wealth Advisors Group
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
Voisard Asset Management Group
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
Weitzel Financial Services
Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

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

Legacy Advisory Services reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 11% in Q3 2026, selling an estimated $32.3K and leaving 2,983 shares worth $275K. The position accounts for 0.2% of the portfolio, ranked #70.

Legacy Advisory Services first reported a position in SPTM in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.56M in Q4 2025. 287 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Legacy Advisory Services held 2,983 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $275K as of Q3 2026.
  • Legacy Advisory Services sold 351 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $32.3K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.2% of Legacy Advisory Services's portfolio in Q3 2026, its #70 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 12 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.
  • 287 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.