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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
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% -$9.72K ﹤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 		$1.33M Buy
+27,137
New +$1.3M 0.04% 369

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
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FPFC
Financial Planning Fort Collins Fort Collins, Colorado $127M AUM
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return