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

Wealthcare Capital Management’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	$2.26M	Sell	24,870 -724	-3%	-$63.7K	0.21%	28
2026 Q1	$2.02M	Buy	25,594 +3,661	+17%	+$302K	0.2%	29
2025 Q4	$1.81M	Buy	+21,933	New	+$1.79M	0.18%	27
2022 Q3	–	Sell	-36,950	Closed	-$1.72M	–	68
2022 Q2	$1.72M	Buy	36,950 +84	+0.2%	+$4.24K	0.19%	17
2022 Q1	$2.05M	Buy	36,866 +1,159	+3%	+$63.5K	0.2%	21
2021 Q4	$2.09M	Sell	35,707 -2,223	-6%	-$126K	0.19%	20
2021 Q3	$2.01M	Sell	37,930 -280	-0.7%	-$15.2K	0.19%	19
2021 Q2	$2.02M	Sell	38,210 -287	-0.7%	-$14.8K	0.19%	19
2021 Q1	$1.89M	Sell	38,497 -3,705	-9%	-$177K	0.19%	19
2020 Q4	$1.95M	Sell	42,202 -2,003	-5%	-$87.3K	0.2%	19
2020 Q3	$1.81M	Sell	44,205 -302	-0.7%	-$12.2K	0.21%	19
2020 Q2	$1.68M	Buy	44,507 +2	+0%	+$72	0.2%	19
2020 Q1	$1.4M	Sell	44,505 -203	-0.5%	-$7.64K	0.19%	20
2019 Q4	$1.78M	Sell	44,708 -102	-0.2%	-$3.89K	0.21%	19
2019 Q3	$1.65M	Sell	44,810 -9,006	-17%	-$330K	0.2%	19
2019 Q2	$1.96M	Sell	53,816 -425	-0.8%	-$15.2K	0.27%	15
2019 Q1	$1.91M	Sell	54,241 -1,317	-2%	-$44.6K	0.27%	15
2018 Q4	$1.72M	Buy	+55,558	New	+$1.86M	0.27%	16

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthcare Capital Management's SPTM Position: Q2 2026 in Review

Wealthcare Capital Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.8% in Q2 2026, selling an estimated $63.7K and leaving 24,870 shares worth $2.26M. The position accounts for 0.21% of the portfolio, ranked #28.

Wealthcare Capital Management first reported a position in SPTM in Q4 2018 and has held it in 18 quarters since. 777 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Wealthcare Capital Management held 24,870 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.26M as of Q2 2026.
Wealthcare Capital Management sold 724 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $63.7K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.21% of Wealthcare Capital Management's portfolio in Q2 2026, its #28 holding.
Wealthcare Capital Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2018 and has held it in 18 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 Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.