MBE Wealth Management
SPTM icon

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

MBE 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
Q3 		$816K Buy
8,868
+13
+0.1% +$1.2K 0.29% 54
2026
Q2 		$804K Buy
8,855
+11
+0.1% +$968 0.28% 54
2026
Q1 		$699K Buy
8,844
+85
+1% +$7.02K 0.29% 47
2025
Q4 		$723K Sell
8,759
-766
-8% -$62.6K 0.3% 46
2025
Q3 		$768K Sell
9,525
-1,498
-14% -$116K 0.33% 42
2025
Q2 		$826K Buy
11,023
+122
+1% +$8.47K 0.36% 39
2025
Q1 		$741K Buy
10,901
+58
+0.5% +$4.15K 0.35% 40
2024
Q4 		$775K Sell
10,843
-65
-0.6% -$4.68K 0.44% 33
2024
Q3 		$764K Buy
10,908
+12
+0.1% +$810 0.42% 35
2024
Q2 		$723K Sell
10,896
-28
-0.3% -$1.79K 0.44% 31
2024
Q1 		$701K Buy
10,924
+21
+0.2% +$1.28K 0.43% 36
2023
Q4 		$637K Sell
10,903
-106
-1% -$5.79K 0.33% 36
2023
Q3 		$578K Sell
11,009
-665
-6% -$36.3K 0.33% 35
2023
Q2 		$636K Sell
11,674
-12
-0.1% -$619 0.34% 33
2023
Q1 		$589K Sell
11,686
-228
-2% -$11.3K 0.35% 31
2022
Q4 		$563K Sell
11,914
-796
-6% -$37.8K 0.36% 31
2022
Q3 		$561K Sell
12,710
-1,154
-8% -$56.5K 0.41% 26
2022
Q2 		$644K Sell
13,864
-952
-6% -$48.1K 0.45% 25
2022
Q1 		$823K Sell
14,816
-136
-0.9% -$7.46K 0.49% 22
2021
Q4 		$874K Sell
14,952
-1,084
-7% -$61.3K 0.45% 16
2021
Q3 		$850K Sell
16,036
-2,008
-11% -$109K 0.43% 16
2021
Q2 		$956K Sell
18,044
-83,889
-82% -$4.34M 0.5% 18
2021
Q1 		$5.01M Sell
101,933
-14,069
-12% -$673K 2.72% 12
2020
Q4 		$5.35M Buy
116,002
+181
+0.2% +$7.89K 3.61% 10
2020
Q3 		$4.38M Buy
115,821
+99
+0.1% +$4.01K 3.68% 9
2020
Q2 		$4.37M Buy
115,722
+19,127
+20% +$684K 3.68% 9
2020
Q1 		$3.04M Buy
96,595
+9,008
+10% +$339K 2.9% 8
2019
Q4 		$3.49M Buy
+87,587
New +$3.34M 3.49% 7

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 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
Hughes Financial Services
Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 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

MBE Wealth Management's SPTM Position: Q3 2026 in Review

MBE Wealth Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.15% in Q3 2026, buying an estimated $1.2K and bringing the position to 8,868 shares worth $816K. The position accounts for 0.29% of the portfolio, ranked #54.

MBE Wealth Management first reported a position in SPTM in Q4 2019 and has held it in 28 quarters since. The position peaked at $5.35M in Q4 2020. 558 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • MBE Wealth Management held 8,868 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $816K as of Q3 2026.
  • MBE Wealth Management bought 13 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $1.2K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.29% of MBE Wealth Management's portfolio in Q3 2026, its #54 holding.
  • MBE Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and has held it in 28 quarters since.
  • MBE Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $5.35M in Q4 2020.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.