SMI Advisory Services’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

SMI Advisory Services’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	$264K	Hold	2,891	–	–	0.04%	55
2026 Q1	$232K	Sell	2,891 -35	-1%	-$2.89K	0.04%	56
2025 Q4	$247K	Sell	2,926 -519	-15%	-$42.4K	0.04%	53
2025 Q3	$279K	Hold	3,445	–	–	0.05%	43
2025 Q2	$261K	Hold	3,445	–	–	0.05%	43
2025 Q1	$211K	Hold	3,445	–	–	0.05%	33
2024 Q4	$244K	Hold	3,445	–	–	0.06%	48
2024 Q3	$241K	Hold	3,445	–	–	0.05%	52
2024 Q2	$233K	Buy	+3,445	New	+$221K	0.06%	54
2024 Q1	–	Sell	-3,467	Closed	-$203K	–	71
2023 Q4	$203K	Buy	+3,467	New	+$189K	0.05%	49

Other funds holding SPTM

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 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

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

SMI Advisory Services's SPTM Position: Q2 2026 in Review

SMI Advisory Services held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 2,891 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #55.

SMI Advisory Services first reported a position in SPTM in Q4 2023 and has held it in 10 quarters since. The position peaked at $279K in Q3 2025. 171 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

SMI Advisory Services held 2,891 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $264K as of Q2 2026.
SMI Advisory Services left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.04% of SMI Advisory Services's portfolio in Q2 2026, its #55 holding.
SMI Advisory Services first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
SMI Advisory Services's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $279K in Q3 2025.
171 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.