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 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	Sell	339,226 -13,048,263	-97%	-$710M	8.71%	4
2021 Q2	$338M	Buy	13,387,489 +12,708,730	+1,872%	+$658M	11.89%	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

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

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

MHR

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

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Weitzel Financial Services's SPTM Position: Q2 2026 in Review

Weitzel Financial Services increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.77% in Q2 2026, buying an estimated $461K and bringing the position to 684,063 shares worth $61.8M. The position accounts for 21% of the portfolio, ranked #1.

Weitzel Financial Services first reported a position in SPTM in Q4 2020 and has held it in 23 quarters since. The position peaked at $338M in Q2 2021. 153 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Weitzel Financial Services held 684,063 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $61.8M as of Q2 2026.
Weitzel Financial Services bought 5,242 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $461K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 21% of Weitzel Financial Services's portfolio in Q2 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 23 quarters since.
Weitzel Financial Services's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $338M in Q2 2021.
153 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Weitzel Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.