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

Wealth Alliance Advisory 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	$7.58M	Sell	83,440 -1,672	-2%	-$147K	1.1%	20
2026 Q1	$6.73M	Sell	85,112 -15,240	-15%	-$1.26M	1.07%	22
2025 Q4	$8.28M	Buy	100,352 +2,504	+3%	+$205K	1.42%	17
2025 Q3	$7.89M	Buy	97,848 +1,321	+1%	+$103K	1.42%	17
2025 Q2	$7.23M	Buy	96,527 +4,390	+5%	+$305K	1.38%	17
2025 Q1	$6.27M	Buy	+92,137	New	+$6.6M	1.3%	18

Other funds holding SPTM

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

SPWG

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

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Wealth Alliance Advisory Group's SPTM Position: Q2 2026 in Review

Wealth Alliance Advisory Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2% in Q2 2026, selling an estimated $147K and leaving 83,440 shares worth $7.58M. The position accounts for 1.1% of the portfolio, ranked #20.

Wealth Alliance Advisory Group first reported a position in SPTM in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.28M in Q4 2025. 388 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Wealth Alliance Advisory Group held 83,440 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $7.58M as of Q2 2026.
Wealth Alliance Advisory Group sold 1,672 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $147K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.1% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #20 holding.
Wealth Alliance Advisory Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
Wealth Alliance Advisory Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $8.28M in Q4 2025.
388 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 Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.