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 Q3	$7.93M	Buy	86,151 +2,711	+3%	+$250K	1.11%	22
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 $59.5B AUM 15.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Wealth Alliance Advisory Group's SPTM Position: Q3 2026 in Review

Wealth Alliance Advisory Group increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 3.2% in Q3 2026, buying an estimated $250K and bringing the position to 86,151 shares worth $7.93M. The position accounts for 1.11% of the portfolio, ranked #22.

Wealth Alliance Advisory Group first reported a position in SPTM in Q1 2025 and has held it in 7 quarters since. The position peaked at $8.28M in Q4 2025. 410 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Wealth Alliance Advisory Group held 86,151 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $7.93M as of Q3 2026.
Wealth Alliance Advisory Group bought 2,711 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $250K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.11% of Wealth Alliance Advisory Group's portfolio in Q3 2026, its #22 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 7 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.
410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.