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 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

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

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 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

MHR

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

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Vigilare Wealth Management's SPTM Position: Q2 2026 in Review

Vigilare Wealth Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.02% in Q2 2026, buying an estimated $88 and bringing the position to 5,302 shares worth $481K. The position accounts for 0.15% of the portfolio, ranked #78.

Vigilare Wealth Management first reported a position in SPTM in Q3 2021 and has held it in 20 quarters since. The position peaked at $646K in Q4 2025. 183 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Vigilare Wealth Management held 5,302 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $481K as of Q2 2026.
Vigilare Wealth Management bought 1 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share in Q2 2026, an estimated $88.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.15% of Vigilare Wealth Management's portfolio in Q2 2026, its #78 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 20 quarters since.
Vigilare Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $646K in Q4 2025.
183 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.