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WCG Wealth Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

WCG Wealth Advisors’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
Q1 		$2.65M Buy
33,513
+1,402
+4% +$116K 0.07% 236
2025
Q4 		$2.65M Buy
32,111
+618
+2% +$50.5K 0.07% 226
2025
Q3 		$2.54M Sell
31,493
-126
-0.4% -$9.79K 0.16% 128
2025
Q2 		$2.37M Buy
31,619
+13,965
+79% +$969K 0.15% 142
2025
Q1 		$1.2M Sell
17,654
-18
-0.1% -$1.29K 0.09% 183
2024
Q4 		$1.26M Sell
17,672
-1,588
-8% -$114K 0.08% 187
2024
Q3 		$1.35M Buy
19,260
+40
+0.2% +$2.7K 0.09% 194
2024
Q2 		$1.27M Sell
19,220
-2,994
-13% -$192K 0.09% 174
2024
Q1 		$1.43M Sell
22,214
-3,023
-12% -$184K 0.12% 153
2023
Q4 		$1.48M Sell
25,237
-180
-0.7% -$9.83K 0.11% 162
2023
Q3 		$1.33M Buy
+25,417
New +$1.39M 0.1% 167

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

WCG Wealth Advisors's SPTM Position: Q1 2026 in Review

WCG Wealth Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 4.4% in Q1 2026, buying an estimated $116K and bringing the position to 33,513 shares worth $2.65M. The position accounts for 0.07% of the portfolio, ranked #236.

WCG Wealth Advisors first reported a position in SPTM in Q3 2023 and has held it in 11 quarters since. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • WCG Wealth Advisors held 33,513 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.65M as of Q1 2026.
  • WCG Wealth Advisors bought 1,402 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $116K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.07% of WCG Wealth Advisors's portfolio in Q1 2026, its #236 holding.
  • WCG Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2023 and has held it in 11 quarters since.
  • 743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.