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

Wealth Advisory Solutions’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 		$4.21M Buy
46,407
+2,130
+5% +$187K 0.86% 29
2026
Q1 		$3.5M Buy
44,277
+3,679
+9% +$304K 0.78% 36
2025
Q4 		$3.35M Buy
40,598
+1,247
+3% +$102K 0.78% 35
2025
Q3 		$3.17M Buy
39,351
+4,079
+12% +$317K 0.77% 36
2025
Q2 		$2.64M Buy
35,272
+910
+3% +$63.2K 0.67% 43
2025
Q1 		$2.34M Buy
34,362
+2,763
+9% +$198K 0.62% 46
2024
Q4 		$2.26M Buy
31,599
+3,886
+14% +$280K 0.63% 39
2024
Q3 		$1.94M Buy
27,713
+1,763
+7% +$119K 0.53% 45
2024
Q2 		$1.72M Buy
25,950
+480
+2% +$30.7K 0.47% 48
2024
Q1 		$1.63M Buy
+25,470
New +$1.55M 0.42% 52
2023
Q4 		– Sell
-24,434
Closed -$1.28M – 109
2023
Q3 		$1.28M Sell
24,434
-181
-0.7% -$9.89K 0.25% 59
2023
Q2 		$1.34M Buy
24,615
+740
+3% +$38.2K 0.36% 58
2023
Q1 		$1.2M Buy
23,875
+703
+3% +$34.7K 0.32% 63
2022
Q4 		$1.1M Sell
23,172
-7,124
-24% -$338K 0.29% 74
2022
Q3 		$1.34M Buy
30,296
+2,379
+9% +$116K 0.37% 71
2022
Q2 		$1.3M Buy
27,917
+556
+2% +$28.1K 0.32% 75
2022
Q1 		$1.52M Buy
+27,361
New +$1.5M 0.32% 75
2021
Q3 		$843K Buy
15,913
+394
+3% +$21.4K 0.19% 87
2021
Q2 		$822K Sell
15,519
-240
-2% -$12.4K 0.2% 92
2021
Q1 		$1M Sell
15,759
-773
-5% -$37K 0.21% 105
2020
Q4 		$761K Buy
16,532
+257
+2% +$11.2K 0.21% 71
2020
Q3 		$665K Sell
16,275
-319
-2% -$12.9K 0.18% 92
2020
Q2 		$626K Buy
16,594
+289
+2% +$10.3K 0.17% 93
2020
Q1 		$512K Buy
16,305
+4,824
+42% +$181K 0.17% 100
2019
Q4 		$457K Buy
+11,481
New +$438K 0.12% 123

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

Wealth Advisory Solutions's SPTM Position: Q2 2026 in Review

Wealth Advisory Solutions increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 4.8% in Q2 2026, buying an estimated $187K and bringing the position to 46,407 shares worth $4.21M. The position accounts for 0.86% of the portfolio, ranked #29.

Wealth Advisory Solutions first reported a position in SPTM in Q4 2019 and has held it in 25 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Wealth Advisory Solutions held 46,407 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $4.21M as of Q2 2026.
  • Wealth Advisory Solutions bought 2,130 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $187K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.86% of Wealth Advisory Solutions's portfolio in Q2 2026, its #29 holding.
  • Wealth Advisory Solutions first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and has held it in 25 quarters since.
  • 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 Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.