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 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

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

World Equity Group's SPTM Position: Q2 2026 in Review

World Equity Group increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 675% in Q2 2026, buying an estimated $1.59M and bringing the position to 20,808 shares worth $1.89M. The position accounts for 0.42% of the portfolio, ranked #48.

World Equity Group first reported a position in SPTM in Q1 2022 and has held it in 17 quarters since. The position peaked at $8.16M in Q1 2023. 187 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

World Equity Group held 20,808 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.89M as of Q2 2026.
World Equity Group bought 18,123 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $1.59M.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.42% of World Equity Group's portfolio in Q2 2026, its #48 holding.
World Equity Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2022 and has held it in 17 quarters since.
World Equity Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $8.16M in Q1 2023.
187 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.