Wealth Enhancement Advisory Services
SPTM icon

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

Wealth Enhancement Advisory Services’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 		$134M Buy
1,436,148
+5,196
+0.4% +$479K 0.2% 83
2026
Q2 		$131M Buy
1,430,952
+25,823
+2% +$2.27M 0.22% 77
2026
Q1 		$112M Sell
1,405,129
-539,495
-28% -$44.6M 0.23% 82
2025
Q4 		$163M Sell
1,944,624
-29,106
-1% -$2.38M 0.22% 82
2025
Q3 		$160M Buy
1,973,730
+11,509
+0.6% +$894K 0.24% 76
2025
Q2 		$149M Buy
1,962,221
+383,922
+24% +$26.6M 0.25% 78
2025
Q1 		$107M Sell
1,578,299
-85,885
-5% -$6.15M 0.21% 93
2024
Q4 		$119M Sell
1,664,184
-8,374
-0.5% -$603K 0.23% 88
2024
Q3 		$117M Sell
1,672,558
-69,382
-4% -$4.69M 0.25% 77
2024
Q2 		$116M Sell
1,741,940
-204,351
-10% -$13.1M 0.27% 73
2024
Q1 		$125M Sell
1,946,291
-2,556,772
-57% -$156M 0.32% 64
2023
Q4 		$263M Sell
4,503,063
-668,961
-13% -$36.5M 0.76% 19
2023
Q3 		$271M Buy
5,172,024
+1,381,525
+36% +$75.5M 0.89% 14
2023
Q2 		$206M Buy
3,790,499
+534,527
+16% +$27.6M 2.22% 12
2023
Q1 		$164M Buy
3,255,972
+55,104
+2% +$2.72M 1.91% 12
2022
Q4 		$159M Sell
3,200,868
-142,564
-4% -$6.77M 2.04% 11
2022
Q3 		$150M Buy
3,343,432
+160,899
+5% +$7.88M 2.14% 11
2022
Q2 		$152M Buy
3,182,533
+193,916
+6% +$9.8M 2.12% 11
2022
Q1 		$168M Buy
2,988,617
+66,843
+2% +$3.66M 2.26% 10
2021
Q4 		$161M Sell
2,921,774
-171,404
-6% -$9.7M 2.31% 10
2021
Q3 		$174M Buy
3,093,178
+618,331
+25% +$33.6M 2.56% 10
2021
Q2 		$133M Buy
2,474,847
+287,122
+13% +$14.9M 2.14% 11
2021
Q1 		$110M Buy
2,187,725
+46,174
+2% +$2.21M 2% 11
2020
Q4 		$100M Buy
2,141,551
+114,837
+6% +$5.01M 2.25% 11
2020
Q3 		$87.4M Buy
2,026,714
+54,635
+3% +$2.21M 2.29% 11
2020
Q2 		$78.8M Buy
1,972,079
+993,997
+102% +$35.6M 2.26% 11
2020
Q1 		$34.1M Buy
978,082
+234,354
+32% +$8.82M 1.22% 21
2019
Q4 		$29.6M Buy
743,728
+113,993
+18% +$4.35M 1.05% 23
2019
Q3 		$23.1M Buy
629,735
+370,271
+143% +$13.6M 0.93% 25
2019
Q2 		$9.7M Buy
259,464
+176,902
+214% +$6.34M 0.43% 34
2019
Q1 		$3.01M Buy
82,562
+24,577
+42% +$832K 0.17% 51
2018
Q4 		$1.92M Buy
57,985
+21,121
+57% +$705K 0.12% 64
2018
Q3 		$1.22M Buy
36,864
+9,442
+34% +$336K 0.07% 96
2018
Q2 		$956K Buy
27,422
+15,818
+136% +$534K 0.06% 128
2018
Q1 		$385K Buy
+11,604
New +$393K 0.03% 133

Other funds holding SPTM

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealthcare Advisory Partners
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
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
ARS Wealth Advisors Group
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
Voisard Asset Management Group
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
Weitzel Financial Services
Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $1.12B AUM 22.7% 1-Year Est. Return

Wealth Enhancement Advisory Services's SPTM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.36% in Q3 2026, buying an estimated $479K and bringing the position to 1,436,148 shares worth $134M. The position accounts for 0.2% of the portfolio, ranked #83.

Wealth Enhancement Advisory Services first reported a position in SPTM in Q1 2018 and has held it in 35 quarters since. The position peaked at $271M in Q3 2023. 230 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Wealth Enhancement Advisory Services held 1,436,148 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $134M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 5,196 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $479K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.2% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #83 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2018 and has held it in 35 quarters since.
  • Wealth Enhancement Advisory Services's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $271M in Q3 2023.
  • 230 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 Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.