VisionPoint Advisory Group
SPTM icon

VisionPoint Advisory Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

VisionPoint Advisory 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
Q3 		$10.4M Sell
113,283
-19,049
-14% -$1.76M 1.64% 9
2026
Q2 		$12M Sell
132,332
-7,602
-5% -$669K 1.96% 4
2026
Q1 		$11.1M Sell
139,934
-81,137
-37% -$6.7M 2.08% 4
2025
Q4 		$18.2M Sell
221,071
-9,271
-4% -$758K 3.55% 1
2025
Q3 		$18.6M Sell
230,342
-7,108
-3% -$552K 3.71% 1
2025
Q2 		$17.8M Sell
237,450
-59,757
-20% -$4.15M 3.87% 1
2025
Q1 		$20.2M Sell
297,207
-4,852
-2% -$347K 6.93% 1
2024
Q4 		$21.5M Sell
302,059
-42,595
-12% -$3.07M 7.36% 1
2024
Q3 		$24.1M Sell
344,654
-64,199
-16% -$4.34M 8.15% 1
2024
Q2 		$27.1M Sell
408,853
-7,351
-2% -$471K 9.64% 1
2024
Q1 		$26.7M Sell
416,204
-79,407
-16% -$4.85M 9.63% 1
2023
Q4 		$29M Buy
+495,611
New +$27.1M 10.69% 1
2023
Q3 		– Sell
-483,646
Closed -$26.3M – 818
2023
Q2 		$26.3M Buy
483,646
+1,585
+0.3% +$81.8K 10.77% 1
2023
Q1 		$24M Buy
482,061
+4,789
+1% +$236K 10.59% 1
2022
Q4 		$24.4M Sell
477,272
-317,369
-40% -$15.1M 10.1% 1
2022
Q3 		$35.1M Buy
794,641
+56,989
+8% +$2.79M 16.85% 1
2022
Q2 		$38.2M Buy
737,652
+341,665
+86% +$17.2M 15.12% 1
2022
Q1 		$19.1M Buy
395,987
+276,022
+230% +$15.1M 8.86% 1
2021
Q4 		$6.62M Buy
119,965
+49,548
+70% +$2.8M 2.89% 11
2021
Q3 		$4.08M Buy
70,417
+3,963
+6% +$216K 1.82% 21
2021
Q2 		$3.52M Buy
66,454
+9,750
+17% +$504K 1.57% 22
2021
Q1 		$2.79M Buy
56,704
+12,285
+28% +$587K 1.34% 23
2020
Q4 		$2.05M Sell
44,419
-55,102
-55% -$2.4M 1.03% 23
2020
Q3 		$4.07M Sell
99,521
-5,628
-5% -$228K 1.76% 8
2020
Q2 		$4.13M Buy
+105,149
New +$3.76M 1.67% 6

Other funds holding SPTM

PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 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
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
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
FPFC
Financial Planning Fort Collins Fort Collins, Colorado $137M AUM 12.62% 1-Year Est. Return

VisionPoint Advisory Group's SPTM Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 14% in Q3 2026, selling an estimated $1.76M and leaving 113,283 shares worth $10.4M. The position accounts for 1.64% of the portfolio, ranked #9.

VisionPoint Advisory Group first reported a position in SPTM in Q2 2020 and has held it in 25 quarters since. The position peaked at $38.2M in Q2 2022. 151 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • VisionPoint Advisory Group held 113,283 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $10.4M as of Q3 2026.
  • VisionPoint Advisory Group sold 19,049 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $1.76M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.64% of VisionPoint Advisory Group's portfolio in Q3 2026, its #9 holding.
  • VisionPoint Advisory Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2020 and has held it in 25 quarters since.
  • VisionPoint Advisory Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $38.2M in Q2 2022.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.