Voisard Asset Management Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Voisard Asset Management 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	$78.9M	Buy	868,980 +28,697	+3%	+$2.53M	14.93%	1
2026 Q1	$66.4M	Buy	840,283 +49,068	+6%	+$4.05M	14.17%	1
2025 Q4	$65.3M	Buy	791,215 +34,013	+4%	+$2.78M	14.09%	1
2025 Q3	$61.1M	Buy	757,202 +133,557	+21%	+$10.4M	14.13%	1
2025 Q2	$46.7M	Buy	623,645 +74,151	+13%	+$5.15M	12.04%	1
2025 Q1	$37.4M	Buy	549,494 +138,700	+34%	+$9.93M	10.92%	1
2024 Q4	$29.3M	Buy	410,794 +402,300	+4,736%	+$28.9M	9.81%	2
2024 Q3	$595K	Buy	+8,494	New	+$574K	0.25%	41

Other funds holding SPTM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

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

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Financial Planning Fort Collins Fort Collins, Colorado $132M AUM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return