Vigilare Wealth Management
SPTM icon

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

Vigilare 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 		$485K Sell
5,267
-35
-0.7% -$3.22K 0.15% 77
2026
Q2 		$481K Buy
5,302
+1
+0% +$88 0.15% 78
2026
Q1 		$419K Sell
5,301
-2,530
-32% -$209K 0.14% 73
2025
Q4 		$646K Buy
7,831
+241
+3% +$19.7K 0.22% 59
2025
Q3 		$612K Buy
7,590
+728
+11% +$56.6K 0.21% 60
2025
Q2 		$514K Buy
6,862
+967
+16% +$67.1K 0.19% 68
2025
Q1 		$401K Buy
5,895
+15
+0.3% +$1.07K 0.16% 57
2024
Q4 		$420K Buy
5,880
+3
+0.1% +$216 0.17% 49
2024
Q3 		$412K Sell
5,877
-99
-2% -$6.68K 0.17% 56
2024
Q2 		$396K Buy
5,976
+14
+0.2% +$896 0.18% 58
2024
Q1 		$382K Sell
5,962
-950
-14% -$58K 0.19% 56
2023
Q4 		$404K Buy
6,912
+3
+0% +$164 0.21% 63
2023
Q3 		$363K Buy
6,909
+4
+0.1% +$219 0.23% 56
2023
Q2 		$376K Buy
6,905
+4
+0.1% +$206 0.22% 57
2023
Q1 		$348K Buy
6,901
+4
+0.1% +$198 0.2% 68
2022
Q4 		$326K Sell
6,897
-1,650
-19% -$78.4K 0.19% 65
2022
Q3 		$377K Buy
8,547
+4
+0% +$196 0.49% 54
2022
Q2 		$397K Buy
8,543
+4
+0% +$202 0.43% 56
2022
Q1 		$475K Sell
8,539
-961
-10% -$52.7K 0.39% 64
2021
Q4 		$555K Buy
9,500
+1,069
+13% +$60.5K 0.33% 79
2021
Q3 		$447K Buy
+8,431
New +$459K 0.28% 101

Other funds holding SPTM

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Blueprint Investment Partners
Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return
ARS Wealth Advisors Group
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
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

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

Vigilare Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.66% in Q3 2026, selling an estimated $3.22K and leaving 5,267 shares worth $485K. The position accounts for 0.15% of the portfolio, ranked #77.

Vigilare Wealth Management first reported a position in SPTM in Q3 2021 and has held it in 21 quarters since. The position peaked at $646K in Q4 2025. 341 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Vigilare Wealth Management held 5,267 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $485K as of Q3 2026.
  • Vigilare Wealth Management sold 35 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $3.22K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.15% of Vigilare Wealth Management's portfolio in Q3 2026, its #77 holding.
  • Vigilare Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2021 and has held it in 21 quarters since.
  • Vigilare Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $646K in Q4 2025.
  • 341 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Vigilare Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.