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

Wiser Wealth 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 Q3	$515K	Sell	5,599 -185	-3%	-$17K	0.09%	46
2026 Q2	$525K	Sell	5,784 -315	-5%	-$27.7K	0.1%	46
2026 Q1	$482K	Sell	6,099 -108	-2%	-$8.92K	0.1%	40
2025 Q4	$512K	Sell	6,207 -568	-8%	-$46.4K	0.11%	39
2025 Q3	$546K	Sell	6,775 -682	-9%	-$53K	0.12%	37
2025 Q2	$558K	Sell	7,457 -580	-7%	-$40.3K	0.14%	32
2025 Q1	$547K	Sell	8,037 -1,642	-17%	-$118K	0.15%	29
2024 Q4	$691K	Sell	9,679 -265	-3%	-$19.1K	0.19%	28
2024 Q3	$697K	Sell	9,944 -178	-2%	-$12K	0.2%	26
2024 Q2	$672K	Sell	10,122 -193	-2%	-$12.4K	0.21%	24
2024 Q1	$662K	Sell	10,315 -502	-5%	-$30.6K	0.22%	21
2023 Q4	$621K	Sell	10,817 -36,874	-77%	-$2.01M	0.23%	24
2023 Q3	$2.5M	Sell	47,691 -1,302	-3%	-$71.2K	1.02%	15
2023 Q2	$2.67M	Sell	48,993 -961	-2%	-$49.6K	1.07%	16
2023 Q1	$2.52M	Sell	49,954 -2,927	-6%	-$145K	1.08%	16
2022 Q4	$2.5M	Sell	52,881 -44	-0.1%	-$2.09K	1.16%	15
2022 Q3	$2.34M	Sell	52,925 -161	-0.3%	-$7.88K	1.22%	15
2022 Q2	$2.47M	Sell	53,086 -1,786	-3%	-$90.2K	1.28%	17
2022 Q1	$3.05M	Sell	54,872 -163	-0.3%	-$8.94K	1.41%	14
2021 Q4	$3.22M	Sell	55,035 -2,165	-4%	-$123K	1.57%	13
2021 Q3	$3.03M	Sell	57,200 -2,933	-5%	-$160K	1.62%	14
2021 Q2	$3.18M	Sell	60,133 -773	-1%	-$40K	1.94%	14
2021 Q1	$3M	Sell	60,906 -5,698	-9%	-$272K	2.06%	14
2020 Q4	$3.07M	Buy	+66,604	New	+$2.9M	2.3%	14

Other funds holding SPTM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

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 Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Wiser Wealth Management's SPTM Position: Q3 2026 in Review

Wiser Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 3.2% in Q3 2026, selling an estimated $17K and leaving 5,599 shares worth $515K. The position accounts for 0.09% of the portfolio, ranked #46.

Wiser Wealth Management first reported a position in SPTM in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.22M in Q4 2021. 202 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Wiser Wealth Management held 5,599 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $515K as of Q3 2026.
Wiser Wealth Management sold 185 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $17K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.09% of Wiser Wealth Management's portfolio in Q3 2026, its #46 holding.
Wiser Wealth Management 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.
Wiser Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $3.22M in Q4 2021.
202 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Wiser Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.