MBM Wealth Consultants
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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
Q3 		$250K Hold
2,716
– – 0.05% 113
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

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
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
Blueprint Investment Partners
Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 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

MBM Wealth Consultants's SPTM Position: Q3 2026 in Review

MBM Wealth Consultants held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q3 2026 at 2,716 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #113.

MBM Wealth Consultants first reported a position in SPTM in Q4 2018 and has held it in 28 quarters since. The position peaked at $3.67M in Q4 2021. 341 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • MBM Wealth Consultants held 2,716 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $250K as of Q3 2026.
  • MBM Wealth Consultants left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.05% of MBM Wealth Consultants's portfolio in Q3 2026, its #113 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 28 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.
  • 341 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on MBM Wealth Consultants's 13F filing for Q3 2026, filed 20 Oct 2026.