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

Wealth Enhancement Trust 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 		$83.1K Hold
915
– – 0.01% 402
2026
Q1 		$72.3K Hold
915
– – 0.01% 401
2025
Q4 		$75.5K Buy
+915
New +$74.8K 0.01% 374

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
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
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

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

Wealth Enhancement Trust Services held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 915 shares worth $83.1K. The position accounts for 0.01% of the portfolio, ranked #402.

Wealth Enhancement Trust Services first reported a position in SPTM in Q4 2025 and has held it in 3 quarters since. 656 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Wealth Enhancement Trust Services held 915 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $83.1K as of Q2 2026.
  • Wealth Enhancement Trust Services left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #402 holding.
  • Wealth Enhancement Trust Services first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 656 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 Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.