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Wealthcare Advisory Partners’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Wealthcare Advisory Partners’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 		$228M Sell
2,508,062
-78,765
-3% -$6.93M 4.32% 2
2026
Q1 		$205M Buy
2,586,827
+44,715
+2% +$3.69M 3.98% 2
2025
Q4 		$210M Sell
2,542,112
-83,423
-3% -$6.82M 4.12% 2
2025
Q3 		$212M Buy
2,625,535
+22,225
+0.9% +$1.73M 4.41% 2
2025
Q2 		$195M Buy
2,603,310
+429,954
+20% +$29.8M 4.45% 2
2025
Q1 		$148M Sell
2,173,356
-18,468
-0.8% -$1.32M 3.97% 2
2024
Q4 		$157M Buy
2,191,824
+43,161
+2% +$3.11M 4.35% 2
2024
Q3 		$151M Sell
2,148,663
-7,139
-0.3% -$482K 4.29% 2
2024
Q2 		$143M Buy
2,155,802
+42,726
+2% +$2.74M 4.47% 2
2024
Q1 		$136M Buy
2,113,076
+28,977
+1% +$1.77M 4.44% 2
2023
Q4 		$122M Sell
2,084,099
-20,557
-1% -$1.12M 4.84% 2
2023
Q3 		$110M Sell
2,104,656
-35,572
-2% -$1.94M 5.07% 2
2023
Q2 		$117M Sell
2,140,228
-206,815
-9% -$10.7M 5.21% 2
2023
Q1 		$118M Buy
2,347,043
+126,681
+6% +$6.26M 5.09% 2
2022
Q4 		$105M Buy
2,220,362
+305,788
+16% +$14.5M 5.02% 2
2022
Q3 		$84.5M Buy
1,914,574
+346,243
+22% +$17M 4.82% 2
2022
Q2 		$72.9M Buy
1,568,331
+82,090
+6% +$4.14M 4.41% 2
2022
Q1 		$82.6M Sell
1,486,241
-36,814
-2% -$2.02M 5.02% 2
2021
Q4 		$89M Buy
1,523,055
+19,248
+1% +$1.09M 5.32% 2
2021
Q3 		$79.7M Buy
1,503,807
+127,235
+9% +$6.92M 5.21% 2
2021
Q2 		$72.9M Buy
1,376,572
+112,550
+9% +$5.82M 4.88% 2
2021
Q1 		$62.2M Buy
1,264,022
+129,436
+11% +$6.19M 4.5% 2
2020
Q4 		$52.3M Buy
1,134,586
+159,889
+16% +$6.97M 4.65% 2
2020
Q3 		$39.9M Buy
974,697
+234,845
+32% +$9.51M 4.37% 5
2020
Q2 		$28M Sell
739,852
-201,074
-21% -$7.19M 3.48% 6
2020
Q1 		$29.6M Buy
940,926
+933,435
+12,461% +$35.1M 4.34% 2
2019
Q4 		$299K Buy
7,491
+1,298
+21% +$49.5K 0.04% 242
2019
Q3 		$228K Buy
6,193
+125
+2% +$4.58K 0.03% 253
2019
Q2 		$221K Buy
6,068
+4,533
+295% +$162K 0.04% 259
2019
Q1 		$54K Sell
1,535
-80
-5% -$2.71K 0.01% 446
2018
Q4 		$50K Buy
1,615
+223
+16% +$7.45K 0.01% 427
2018
Q3 		$50K Buy
1,392
+257
+23% +$9.14K 0.01% 470
2018
Q2 		$39K Buy
+1,135
New +$38.3K 0.01% 516

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wealthcare Advisory Partners's SPTM Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 3% in Q2 2026, selling an estimated $6.93M and leaving 2,508,062 shares worth $228M. The position accounts for 4.32% of the portfolio, ranked #2.

Wealthcare Advisory Partners first reported a position in SPTM in Q2 2018 and has held it in 33 quarters since. 777 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Wealthcare Advisory Partners held 2,508,062 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $228M as of Q2 2026.
  • Wealthcare Advisory Partners sold 78,765 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $6.93M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 4.32% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #2 holding.
  • Wealthcare Advisory Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2018 and has held it in 33 quarters since.
  • 777 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.