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

WealthPlan Investment 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	$2.38M	Buy	26,170 +346	+1%	+$30.4K	0.12%	147
2026 Q1	$2.04M	Buy	25,824 +505	+2%	+$41.7K	0.11%	152
2025 Q4	$2.09M	Sell	25,319 -1,868	-7%	-$153K	0.13%	135
2025 Q3	$2.19M	Buy	27,187 +225	+0.8%	+$17.5K	0.15%	123
2025 Q2	$2.02M	Buy	26,962 +409	+2%	+$28.4K	0.15%	124
2025 Q1	$1.81M	Sell	26,553 -3,951	-13%	-$283K	0.18%	106
2024 Q4	$2.18M	Buy	30,504 +21,438	+236%	+$1.54M	0.22%	99
2024 Q3	$635K	Buy	+9,066	New	+$612K	0.06%	144
2023 Q1	–	Sell	-27,659	Closed	-$1.41M	–	558
2022 Q4	$1.41M	Buy	27,659 +359	+1%	+$17.1K	0.1%	148
2022 Q3	$1.33M	Buy	+27,300	New	+$1.34M	0.1%	147
2022 Q1	$1.32M	Buy	+26,081	New	+$1.43M	0.09%	145

Other funds holding SPTM

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

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

WealthPlan Investment Management's SPTM Position: Q2 2026 in Review

WealthPlan Investment Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.3% in Q2 2026, buying an estimated $30.4K and bringing the position to 26,170 shares worth $2.38M. The position accounts for 0.12% of the portfolio, ranked #147.

WealthPlan Investment Management first reported a position in SPTM in Q1 2022 and has held it in 11 quarters since. 330 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

WealthPlan Investment Management held 26,170 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.38M as of Q2 2026.
WealthPlan Investment Management bought 346 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $30.4K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.12% of WealthPlan Investment Management's portfolio in Q2 2026, its #147 holding.
WealthPlan Investment Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2022 and has held it in 11 quarters since.
330 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.