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

MBM Wealth Consultants’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	$247K	Hold	2,716	–	–	0.05%	117
2026 Q1	$215K	Hold	2,716	–	–	0.05%	106
2025 Q4	$224K	Hold	2,716	–	–	0.05%	106
2025 Q3	$219K	Sell	2,716 -13	-0.5%	-$1.01K	0.05%	104
2025 Q2	$204K	Buy	+2,729	New	+$189K	0.05%	105
2024 Q4	–	Sell	-2,878	Closed	-$202K	–	113
2024 Q3	$202K	Sell	2,878 -197	-6%	-$13.3K	0.06%	105
2024 Q2	$208K	Buy	+3,075	New	+$197K	0.07%	104
2023 Q4	–	Sell	-4,785	Closed	-$253K	–	120
2023 Q3	$253K	Hold	4,785	–	–	0.11%	88
2023 Q2	$262K	Sell	4,785 -705	-13%	-$36.4K	0.11%	82
2023 Q1	$257K	Hold	5,490	–	–	0.1%	80
2022 Q4	$259K	Sell	5,490 -215	-4%	-$10.2K	0.12%	80
2022 Q3	$258K	Sell	5,705 -228	-4%	-$11.2K	0.12%	73
2022 Q2	$276K	Sell	5,933 -383	-6%	-$19.3K	0.13%	73
2022 Q1	$351K	Sell	6,316 -56,534	-90%	-$3.1M	0.15%	75
2021 Q4	$3.67M	Buy	62,850 +429	+0.7%	+$24.3K	1.52%	21
2021 Q3	$3.31M	Buy	62,421 +3,166	+5%	+$172K	1.51%	21
2021 Q2	$3.14M	Sell	59,255 -1,157	-2%	-$59.9K	1.47%	21
2021 Q1	$2.97M	Buy	60,412 +36	+0.1%	+$1.72K	1.51%	20
2020 Q4	$2.78M	Buy	60,376 +2,176	+4%	+$94.8K	1.52%	21
2020 Q3	$2.38M	Sell	58,200 -973	-2%	-$39.4K	1.52%	20
2020 Q2	$2.24M	Sell	59,173 -7,790	-12%	-$279K	1.58%	21
2020 Q1	$2.11M	Buy	66,963 +9,596	+17%	+$361K	1.74%	18
2019 Q4	$2.29M	Buy	57,367 +3,002	+6%	+$114K	1.7%	16
2019 Q3	$2M	Buy	54,365 +5,497	+11%	+$202K	1.57%	18
2019 Q2	$1.78M	Buy	48,868 +7,455	+18%	+$267K	1.48%	20
2019 Q1	$1.46M	Buy	41,413 +11,530	+39%	+$390K	1.28%	24
2018 Q4	$924K	Buy	+29,883	New	+$998K	0.9%	27

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

MBM Wealth Consultants's SPTM Position: Q2 2026 in Review

MBM Wealth Consultants held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 2,716 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #117.

MBM Wealth Consultants first reported a position in SPTM in Q4 2018 and has held it in 27 quarters since. The position peaked at $3.67M in Q4 2021. 777 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

MBM Wealth Consultants held 2,716 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $247K as of Q2 2026.
MBM Wealth Consultants 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 0.05% of MBM Wealth Consultants's portfolio in Q2 2026, its #117 holding.
MBM Wealth Consultants first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2018 and has held it in 27 quarters since.
MBM Wealth Consultants's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $3.67M in Q4 2021.
777 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

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