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

Wealthcare Capital 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	$1.63M	Sell	17,991 -179	-1%	-$15.8K	0.67%	32
2026 Q1	$1.44M	Sell	18,170 -2,057	-10%	-$170K	0.67%	33
2025 Q4	$1.67M	Buy	20,227 +400	+2%	+$32.7K	0.78%	25
2025 Q3	$1.6M	Sell	19,827 -694	-3%	-$53.9K	0.73%	25
2025 Q2	$1.54M	Sell	20,521 -1,067	-5%	-$74.1K	0.77%	24
2025 Q1	$1.47M	Buy	21,588 +874	+4%	+$62.6K	0.75%	23
2024 Q4	$1.48M	Buy	+20,714	New	+$1.49M	0.77%	24

Other funds holding SPTM

AssetMark Inc Concord, California $58.2B AUM 22.78% 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 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

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

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

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

Wealthcare Capital Partners reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.99% in Q2 2026, selling an estimated $15.8K and leaving 17,991 shares worth $1.63M. The position accounts for 0.67% of the portfolio, ranked #32.

Wealthcare Capital Partners first reported a position in SPTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.67M in Q4 2025. 388 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Wealthcare Capital Partners held 17,991 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.63M as of Q2 2026.
Wealthcare Capital Partners sold 179 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $15.8K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.67% of Wealthcare Capital Partners's portfolio in Q2 2026, its #32 holding.
Wealthcare Capital Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
Wealthcare Capital Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.67M in Q4 2025.
388 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 Partners's 13F filing for Q2 2026, filed 9 Jul 2026.