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Weitzel Financial Services’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Weitzel Financial Services’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 		$64.2M Buy
690,842
+6,779
+1% +$625K 21.59% 1
2026
Q2 		$61.8M Buy
684,063
+5,242
+0.8% +$461K 21% 1
2026
Q1 		$54M Buy
678,821
+7,707
+1% +$637K 20.35% 1
2025
Q4 		$55.5M Buy
671,114
+1,874
+0.3% +$153K 21.48% 1
2025
Q3 		$53.5M Buy
669,240
+1,448
+0.2% +$113K 21.72% 1
2025
Q2 		$51.5M Buy
667,792
+15,056
+2% +$1.04M 21.81% 1
2025
Q1 		$42.6M Sell
652,736
-12,258
-2% -$877K 20.33% 1
2024
Q4 		$47.8M Sell
664,994
-10,360
-2% -$746K 22.55% 1
2024
Q3 		$46.9M Sell
675,354
-5,094
-0.7% -$344K 22.03% 1
2024
Q2 		$45.2M Sell
680,448
-3,918
-0.6% -$251K 22.55% 1
2024
Q1 		$43.8M Sell
684,366
-488
-0.1% -$29.8K 22.1% 1
2023
Q4 		$39.8M Sell
684,854
-16,383
-2% -$895K 21.37% 1
2023
Q3 		$36.4M Sell
701,237
-11,436
-2% -$625K 21.28% 1
2023
Q2 		$38.8M Buy
712,673
+5,207
+0.7% +$269K 22.03% 1
2023
Q1 		$35.8M Sell
707,466
-801
-0.1% -$39.6K 21.53% 1
2022
Q4 		$33.5M Buy
708,267
+17,951
+3% +$853K 21.39% 1
2022
Q3 		$30.4M Sell
690,316
-4,589
-0.7% -$225K 21.38% 1
2022
Q2 		$32.3M Sell
694,905
-264
-0% -$13.3K 21.79% 1
2022
Q1 		$38.6M Buy
695,169
+349,794
+101% +$19.2M 24.68% 1
2021
Q4 		$14.5M Buy
345,375
+6,149
+2% +$348K 8.76% 4
2021
Q3 		$13.4M Buy
339,226
+1,414
+0.4% +$76.9K 8.71% 4
2021
Q2 		$13.4M Sell
337,812
-340,947
-50% -$17.6M 8.84% 4
2021
Q1 		$34.1M Buy
678,759
+13,400
+2% +$641K 23.85% 1
2020
Q4 		$32.4M Buy
+665,359
New +$29M 24.18% 1

Other funds holding SPTM

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
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
FPFC
Financial Planning Fort Collins Fort Collins, Colorado $137M AUM 12.62% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Weitzel Financial Services's SPTM Position: Q3 2026 in Review

Weitzel Financial Services increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.99% in Q3 2026, buying an estimated $625K and bringing the position to 690,842 shares worth $64.2M. The position accounts for 21.59% of the portfolio, ranked #1.

Weitzel Financial Services first reported a position in SPTM in Q4 2020 and has held it in 24 quarters since. 162 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Weitzel Financial Services held 690,842 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $64.2M as of Q3 2026.
  • Weitzel Financial Services bought 6,779 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $625K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 21.59% of Weitzel Financial Services's portfolio in Q3 2026, its #1 holding.
  • Weitzel Financial Services first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2020 and has held it in 24 quarters since.
  • 162 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Weitzel Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.