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

MGB 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
2025 Q4	$41.6K	Hold	500	–	–	0.01%	272
2025 Q3	$40.2K	Hold	500	–	–	0.01%	274
2025 Q2	$37.3K	Sell	500 -1,385	-73%	-$96.1K	0.01%	269
2025 Q1	$128K	Buy	1,885 +36	+2%	+$2.58K	0.05%	224
2024 Q4	$132K	Buy	1,849 +88	+5%	+$6.33K	0.04%	215
2024 Q3	$123K	Buy	1,761 +184	+12%	+$12.4K	0.04%	211
2024 Q2	$107K	Buy	1,577 +1	+0.1%	+$64	0.04%	212
2024 Q1	$101K	Buy	1,576 +90	+6%	+$5.49K	0.04%	203
2023 Q4	$86.9K	Buy	+1,486	New	+$81.1K	0.04%	203

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

MGB Wealth Management's SPTM Position: Q4 2025 in Review

MGB Wealth Management held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q4 2025 at 500 shares worth $41.6K. The position accounts for 0.01% of the portfolio, ranked #272.

MGB Wealth Management first reported a position in SPTM in Q4 2023 and has held it in 9 quarters since. The position peaked at $132K in Q4 2024. 734 funds tracked by Wall St. Rank hold SPTM as of Q4 2025.

MGB Wealth Management held 500 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $41.6K as of Q4 2025.
MGB Wealth Management left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q4 2025.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of MGB Wealth Management's portfolio in Q4 2025, its #272 holding.
MGB Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $132K in Q4 2024.
734 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.