Spire Wealth Management
SPTM icon

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

Spire 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 		$48.3K Sell
524
-49
-9% -$4.52K ﹤0.01% 1152
2026
Q2 		$52K Buy
573
+1
+0.2% +$88 ﹤0.01% 1172
2026
Q1 		$45.2K Buy
572
+2
+0.4% +$165 ﹤0.01% 1196
2025
Q4 		$47K Buy
570
+1
+0.2% +$82 ﹤0.01% 1201
2025
Q3 		$45.9K Buy
569
+2
+0.4% +$155 ﹤0.01% 1269
2025
Q2 		$42.5K Sell
567
-140
-20% -$9.7K ﹤0.01% 1262
2025
Q1 		$48.1K Sell
707
-219
-24% -$15.7K ﹤0.01% 1295
2024
Q4 		$66.2K Sell
926
-67
-7% -$4.82K ﹤0.01% 1173
2024
Q3 		$69.5K Buy
993
+235
+31% +$15.9K ﹤0.01% 1035
2024
Q2 		$50.3K Sell
758
-313
-29% -$20K ﹤0.01% 1120
2024
Q1 		$68.7K Hold
1,071
– – ﹤0.01% 1111
2023
Q4 		$63.3K Sell
1,071
-699
-39% -$38.2K ﹤0.01% 1123
2023
Q3 		$92.9K Hold
1,770
– – ﹤0.01% 977
2023
Q2 		$96.4K Sell
1,770
-458
-21% -$23.6K ﹤0.01% 983
2023
Q1 		$112K Sell
2,228
-3,656
-62% -$181K ﹤0.01% 934
2022
Q4 		$278K Buy
5,884
+1,588
+37% +$75.4K 0.02% 477
2022
Q3 		$189K Sell
4,296
-6,403
-60% -$313K 0.01% 542
2022
Q2 		$497K Sell
10,699
-11,227
-51% -$567K 0.02% 474
2022
Q1 		$1.22M Sell
21,926
-374
-2% -$20.5K 0.03% 352
2021
Q4 		$1.3M Sell
22,300
-3,778
-14% -$214K 0.03% 398
2021
Q3 		$1.38M Buy
26,078
+5
+0% +$272 0.04% 343
2021
Q2 		$1.38M Sell
26,073
-1,064
-4% -$55.1K 0.04% 350
2021
Q1 		$1.34M Buy
+27,137
New +$1.3M 0.04% 369

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 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
Hughes Financial Services
Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Spire Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 8.6% in Q3 2026, selling an estimated $4.52K and leaving 524 shares worth $48.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

Spire Wealth Management first reported a position in SPTM in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.38M in Q3 2021. 663 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Spire Wealth Management held 524 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $48.3K as of Q3 2026.
  • Spire Wealth Management sold 49 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $4.52K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1152 holding.
  • Spire Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.38M in Q3 2021.
  • 663 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.