Wedbush Securities
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Wedbush Securities’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Wedbush Securities’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
Q3 		$999K Sell
10,857
-88
-0.8% -$8.11K 0.03% 476
2026
Q2 		$994K Buy
10,945
+3
+0% +$264 0.03% 482
2026
Q1 		$865K Buy
10,942
+764
+8% +$63.1K 0.03% 501
2025
Q4 		$840K Buy
10,178
+1,718
+20% +$140K 0.02% 501
2025
Q3 		$682K Sell
8,460
-3,344
-28% -$260K 0.02% 551
2025
Q2 		$884K Sell
11,804
-129
-1% -$8.95K 0.03% 450
2025
Q1 		$812K Sell
11,933
-643
-5% -$46K 0.03% 444
2024
Q4 		$898K Sell
12,576
-58
-0.5% -$4.17K 0.03% 410
2024
Q3 		$885K Buy
12,634
+990
+9% +$66.9K 0.03% 406
2024
Q2 		$773K Sell
11,644
-974
-8% -$62.4K 0.03% 455
2024
Q1 		$809K Sell
12,618
-1,128
-8% -$68.8K 0.03% 462
2023
Q4 		$803K Sell
13,746
-86
-0.6% -$4.7K 0.04% 392
2023
Q3 		$726K Sell
13,832
-697
-5% -$38.1K 0.04% 397
2023
Q2 		$791K Sell
14,529
-197
-1% -$10.2K 0.04% 382
2023
Q1 		$743K Buy
14,726
+1,468
+11% +$72.5K 0.04% 412
2022
Q4 		$627K Sell
13,258
-1,856
-12% -$88.2K 0.03% 441
2022
Q3 		$667K Buy
15,114
+7,690
+104% +$377K 0.04% 411
2022
Q2 		$345K Sell
7,424
-1,404
-16% -$70.9K 0.02% 684
2022
Q1 		$491K Buy
8,828
+1,984
+29% +$109K 0.02% 592
2021
Q4 		$400K Sell
6,844
-601
-8% -$34K 0.02% 732
2021
Q3 		$395K Buy
7,445
+818
+12% +$44.5K 0.02% 715
2021
Q2 		$351K Buy
6,627
+2
+0% +$103 0.02% 786
2021
Q1 		$326K Buy
6,625
+136
+2% +$6.5K 0.02% 775
2020
Q4 		$299K Buy
+6,489
New +$283K 0.03% 652
2020
Q1 		– Sell
-58,992
Closed -$2.35M – 998
2019
Q4 		$2.35M Sell
58,992
-99
-0.2% -$3.77K 0.21% 104
2019
Q3 		$2.17M Buy
59,091
+5,781
+11% +$212K 0.21% 106
2019
Q2 		$1.94M Buy
53,310
+24,613
+86% +$882K 0.2% 116
2019
Q1 		$1.01M Buy
28,697
+3,947
+16% +$134K 0.11% 220
2018
Q4 		$765K Buy
24,750
+7,949
+47% +$265K 0.1% 244
2018
Q3 		$608K Buy
16,801
+6,550
+64% +$233K 0.07% 324
2018
Q2 		$348K Buy
+10,251
New +$346K 0.04% 504

Other funds holding SPTM

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
Voisard Asset Management Group
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
Weitzel Financial Services
Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Wedbush Securities's SPTM Position: Q3 2026 in Review

Wedbush Securities reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.8% in Q3 2026, selling an estimated $8.11K and leaving 10,857 shares worth $999K. The position accounts for 0.03% of the portfolio, ranked #476.

Wedbush Securities first reported a position in SPTM in Q2 2018 and has held it in 31 quarters since. The position peaked at $2.35M in Q4 2019. 246 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Wedbush Securities held 10,857 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $999K as of Q3 2026.
  • Wedbush Securities sold 88 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $8.11K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.03% of Wedbush Securities's portfolio in Q3 2026, its #476 holding.
  • Wedbush Securities first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2018 and has held it in 31 quarters since.
  • Wedbush Securities's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.35M in Q4 2019.
  • 246 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.