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 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	$2.33M	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	$3.19M	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

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

MHR

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

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Wiser Wealth Management's SPTM Position: Q2 2026 in Review

Wiser Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 5.2% in Q2 2026, selling an estimated $27.7K and leaving 5,784 shares worth $525K. The position accounts for 0.1% of the portfolio, ranked #46.

Wiser Wealth Management first reported a position in SPTM in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.22M in Q4 2021. 172 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Wiser Wealth Management held 5,784 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $525K as of Q2 2026.
Wiser Wealth Management sold 315 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $27.7K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.1% of Wiser Wealth Management's portfolio in Q2 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 23 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.
172 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.