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

Private Wealth Group’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 		$7.55M Sell
83,185
-4,449
-5% -$392K 2.92% 9
2026
Q1 		$6.93M Buy
87,634
+5,974
+7% +$493K 3.23% 11
2025
Q4 		$6.74M Buy
81,660
+4,650
+6% +$380K 3.23% 11
2025
Q3 		$6.21M Buy
77,010
+3,948
+5% +$307K 3.09% 11
2025
Q2 		$5.47M Buy
73,062
+53,265
+269% +$3.7M 2.91% 11
2025
Q1 		$1.35M Sell
19,797
-572
-3% -$40.9K 0.79% 20
2024
Q4 		$1.45M Buy
20,369
+600
+3% +$43.2K 0.71% 24
2024
Q3 		$1.39M Buy
19,769
+206
+1% +$13.9K 0.69% 25
2024
Q2 		$1.3M Buy
19,563
+131
+0.7% +$8.39K 0.68% 25
2024
Q1 		$1.25M Buy
19,432
+9,750
+101% +$595K 0.65% 26
2023
Q4 		$566K Buy
+9,682
New +$529K 0.32% 40

Other funds holding SPTM

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
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
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Private Wealth Group's SPTM Position: Q2 2026 in Review

Private Wealth Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 5.1% in Q2 2026, selling an estimated $392K and leaving 83,185 shares worth $7.55M. The position accounts for 2.92% of the portfolio, ranked #9.

Private Wealth Group first reported a position in SPTM in Q4 2023 and has held it in 11 quarters since. 359 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Private Wealth Group held 83,185 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $7.55M as of Q2 2026.
  • Private Wealth Group sold 4,449 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $392K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 2.92% of Private Wealth Group's portfolio in Q2 2026, its #9 holding.
  • Private Wealth Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 359 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.