Wagner Wealth Management (South Carolina)’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Wagner Wealth Management (South Carolina)’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	–	Sell	-94	Closed	-$7.43K	–	298
2026 Q1	$7.43K	Hold	94	–	–	﹤0.01%	230
2025 Q4	$7.75K	Buy	+94	New	+$7.69K	﹤0.01%	217

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s SPTM Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026, closing a stake of 94 shares — an estimated $7.43K sold.

Wagner Wealth Management (South Carolina) first reported a position in SPTM in Q4 2025 and held it in 2 quarters. The position peaked at $7.75K in Q4 2025. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Wagner Wealth Management (South Carolina) reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2026 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 94 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $7.43K.
Wagner Wealth Management (South Carolina) first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2025 and held it in 2 quarters.
Wagner Wealth Management (South Carolina)'s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $7.75K in Q4 2025.
775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.