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 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%	+$9.79M	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	$99.6M	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	$9.72M	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	$1.23M	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

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

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

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services's SPTM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.8% in Q2 2026, buying an estimated $2.27M and bringing the position to 1,430,952 shares worth $131M. The position accounts for 0.22% of the portfolio, ranked #77.

Wealth Enhancement Advisory Services first reported a position in SPTM in Q1 2018 and has held it in 34 quarters since. The position peaked at $271M in Q3 2023. 153 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Wealth Enhancement Advisory Services held 1,430,952 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $131M as of Q2 2026.
Wealth Enhancement Advisory Services bought 25,823 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $2.27M.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.22% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #77 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 34 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.
153 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 Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.