World Equity Group
SPTM icon

World Equity Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

World Equity Group’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 		– Sell
-20,808
Closed -$1.89M – 361
2026
Q2 		$1.89M Buy
20,808
+18,123
+675% +$1.59M 0.42% 48
2026
Q1 		$212K Sell
2,685
-512
-16% -$42.3K 0.06% 352
2025
Q4 		$264K Sell
3,197
-524
-14% -$42.8K 0.07% 287
2025
Q3 		$300K Sell
3,721
-376
-9% -$29.2K 0.07% 273
2025
Q2 		$307K Sell
4,097
-1,383
-25% -$96K 0.08% 241
2025
Q1 		$373K Sell
5,480
-7,224
-57% -$517K 0.11% 193
2024
Q4 		$907K Buy
+12,704
New +$914K 0.19% 113
2024
Q3 		– Sell
-17,033
Closed -$1.13M – 310
2024
Q2 		$1.13M Sell
17,033
-302
-2% -$19.3K 0.34% 85
2024
Q1 		$1.11M Sell
17,335
-309
-2% -$18.9K 0.23% 112
2023
Q4 		$1.03M Buy
17,644
+1,491
+9% +$81.4K 0.21% 110
2023
Q3 		$848K Sell
16,153
-36,508
-69% -$2M 0.18% 131
2023
Q2 		$2.87M Sell
52,661
-278,211
-84% -$14.4M 0.84% 19
2023
Q1 		$8.16M Buy
330,872
+275,654
+499% +$13.6M 1.22% 12
2022
Q4 		$2.61M Sell
55,218
-41,695
-43% -$1.98M 0.62% 46
2022
Q3 		$4.27M Buy
96,913
+35,305
+57% +$1.73M 1.08% 18
2022
Q2 		$2.86M Sell
61,608
-42,096
-41% -$2.13M 0.72% 32
2022
Q1 		$5.76M Buy
+103,704
New +$5.69M 1.24% 12

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

World Equity Group's SPTM Position: Q3 2026 in Review

World Equity Group sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2026, closing a stake of 20,808 shares — an estimated $1.89M sold.

World Equity Group first reported a position in SPTM in Q1 2022 and held it in 17 quarters. The position peaked at $8.16M in Q1 2023. 200 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • World Equity Group reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q3 2026 after selling out during the quarter.
  • World Equity Group sold 20,808 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $1.89M.
  • World Equity Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2022 and held it in 17 quarters.
  • World Equity Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $8.16M in Q1 2023.
  • 200 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.