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 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

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

MBE Wealth Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.12% in Q2 2026, buying an estimated $968 and bringing the position to 8,855 shares worth $804K. The position accounts for 0.28% of the portfolio, ranked #54.

MBE Wealth Management first reported a position in SPTM in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.35M in Q4 2020. 372 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

MBE Wealth Management held 8,855 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $804K as of Q2 2026.
MBE Wealth Management bought 11 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $968.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.28% of MBE Wealth Management's portfolio in Q2 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 27 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.
372 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.