Private Wealth Group
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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
Q3 		$8.6M Buy
93,399
+10,214
+12% +$941K 3.27% 9
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

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

Private Wealth Group's SPTM Position: Q3 2026 in Review

Private Wealth Group increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 12% in Q3 2026, buying an estimated $941K and bringing the position to 93,399 shares worth $8.6M. The position accounts for 3.27% of the portfolio, ranked #9.

Private Wealth Group first reported a position in SPTM in Q4 2023 and has held it in 12 quarters since. 308 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Private Wealth Group held 93,399 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $8.6M as of Q3 2026.
  • Private Wealth Group bought 10,214 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $941K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 3.27% of Private Wealth Group's portfolio in Q3 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 12 quarters since.
  • 308 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.