Syntegra Private Wealth Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Syntegra 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 Q2	$124M	Sell	1,360,734 -51,713	-4%	-$4.55M	9.57%	4
2026 Q1	$112M	Sell	1,412,447 -56,787	-4%	-$4.69M	10.61%	4
2025 Q4	$121M	Sell	1,469,234 -38,366	-3%	-$3.14M	11.13%	3
2025 Q3	$122M	Sell	1,507,600 -40,292	-3%	-$3.13M	11.46%	3
2025 Q2	$116M	Sell	1,547,892 -40,258	-3%	-$2.79M	11.83%	3
2025 Q1	$108M	Buy	1,588,150 +47,196	+3%	+$3.38M	12.63%	2
2024 Q4	$110M	Buy	1,540,954 +37,333	+2%	+$2.69M	12.43%	2
2024 Q3	$105M	Buy	1,503,621 +115,145	+8%	+$7.78M	12.17%	2
2024 Q2	$92.1M	Buy	1,388,476 +49,416	+4%	+$3.16M	11.71%	1
2024 Q1	$85.9M	Buy	1,339,060 +34,641	+3%	+$2.11M	11.09%	2
2023 Q4	$76.2M	Buy	1,304,419 +1,228,722	+1,623%	+$67.1M	10.76%	3
2023 Q3	$3.97M	Buy	75,697 +3,649	+5%	+$199K	0.62%	22
2023 Q2	$3.92M	Buy	72,048 +9,102	+14%	+$470K	0.6%	23
2023 Q1	$3.17M	Buy	62,946 +1,817	+3%	+$89.7K	0.56%	22
2022 Q4	$2.89M	Buy	+61,129	New	+$2.9M	0.58%	21

Other funds holding SPTM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

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

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

MHR

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

Syntegra Private Wealth Group's SPTM Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 3.7% in Q2 2026, selling an estimated $4.55M and leaving 1,360,734 shares worth $124M. The position accounts for 9.57% of the portfolio, ranked #4.

Syntegra Private Wealth Group first reported a position in SPTM in Q4 2022 and has held it in 15 quarters since. 388 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Syntegra Private Wealth Group held 1,360,734 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $124M as of Q2 2026.
Syntegra Private Wealth Group sold 51,713 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $4.55M.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 9.57% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #4 holding.
Syntegra Private Wealth Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
388 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.