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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
Q2 		$3.07M Buy
33,832
+319
+1% +$28.1K 0.07% 238
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 $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WCG Wealth Advisors's SPTM Position: Q2 2026 in Review

WCG Wealth Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.95% in Q2 2026, buying an estimated $28.1K and bringing the position to 33,832 shares worth $3.07M. The position accounts for 0.07% of the portfolio, ranked #238.

WCG Wealth Advisors first reported a position in SPTM in Q3 2023 and has held it in 12 quarters since. 782 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • WCG Wealth Advisors held 33,832 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $3.07M as of Q2 2026.
  • WCG Wealth Advisors bought 319 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $28.1K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.07% of WCG Wealth Advisors's portfolio in Q2 2026, its #238 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 12 quarters since.
  • 782 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.