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

Mission 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	$649K	Sell	7,051 -238	-3%	-$21.9K	0.01%	473
2026 Q2	$662K	Buy	7,289 +244	+3%	+$21.5K	0.01%	594
2026 Q1	$557K	Buy	7,045 +3	+0%	+$248	0.01%	466
2025 Q4	$581K	Buy	7,042 +3	+0%	+$245	0.01%	460
2025 Q3	$568K	Buy	7,039 +3	+0%	+$233	0.01%	460
2025 Q2	$527K	Buy	7,036 +4	+0.1%	+$278	0.01%	463
2025 Q1	$478K	Buy	7,032 +3	+0%	+$215	0.01%	460
2024 Q4	$502K	Buy	7,029 +3	+0%	+$216	0.01%	427
2024 Q3	$492K	Buy	7,026 +4	+0.1%	+$270	0.01%	435
2024 Q2	$466K	Buy	7,022 +3	+0%	+$192	0.01%	427
2024 Q1	$450K	Buy	+7,019	New	+$428K	0.01%	462

Other funds holding SPTM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

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 Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

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

Mission Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 3.3% in Q3 2026, selling an estimated $21.9K and leaving 7,051 shares worth $649K. The position accounts for 0.01% of the portfolio, ranked #473.

Mission Wealth Management first reported a position in SPTM in Q1 2024 and has held it in 11 quarters since. The position peaked at $662K in Q2 2026. 287 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Mission Wealth Management held 7,051 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $649K as of Q3 2026.
Mission Wealth Management sold 238 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $21.9K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Mission Wealth Management's portfolio in Q3 2026, its #473 holding.
Mission Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2024 and has held it in 11 quarters since.
Mission Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $662K in Q2 2026.
287 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.