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 Q3	$272K	Hold	2,891	–	–	0.04%	52
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

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

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

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

SMI Advisory Services's SPTM Position: Q3 2026 in Review

SMI Advisory Services held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q3 2026 at 2,891 shares worth $272K. The position accounts for 0.04% of the portfolio, ranked #52.

SMI Advisory Services first reported a position in SPTM in Q4 2023 and has held it in 11 quarters since. The position peaked at $279K in Q3 2025. 216 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

SMI Advisory Services held 2,891 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $272K as of Q3 2026.
SMI Advisory Services left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.04% of SMI Advisory Services's portfolio in Q3 2026, its #52 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 11 quarters since.
SMI Advisory Services's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $279K in Q3 2025.
216 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on SMI Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.