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 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

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

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

WFS

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

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

VisionPoint Advisory Group's SPTM Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 5.4% in Q2 2026, selling an estimated $669K and leaving 132,332 shares worth $12M. The position accounts for 1.96% of the portfolio, ranked #4.

VisionPoint Advisory Group first reported a position in SPTM in Q2 2020 and has held it in 24 quarters since. The position peaked at $38.2M in Q2 2022. 153 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

VisionPoint Advisory Group held 132,332 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $12M as of Q2 2026.
VisionPoint Advisory Group sold 7,602 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $669K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.96% of VisionPoint Advisory Group's portfolio in Q2 2026, its #4 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 24 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.
153 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.