Wealth Enhancement Advisory Services
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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

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 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. 778 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.
  • 778 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.