Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

SPTMSPTM
30 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in SPDR PORT TTL STCK MRKT

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 1.4M shares of SPTM (SPDR PORT TTL STCK MRKT), worth $131.1M as of 2026-Q2. The position was increased (+1.8% shares). SPTM represents 0.2% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$131.1M

Current Shares

1.4M

Total Value Change

+$128.1M

Total Shares Change

+1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.4M
+1.8%
$131.1M0.2%$90.79
37
2026-Q1
Decreased
1.4M
-27.7%
$112.1M0.2%$82.77
0
2025-Q4
Decreased
1.9M
-1.5%
$163.1M0.2%$83.11
0
2025-Q3
Increased
2M
+0.6%
$159.8M0.2%$80.10
36
2025-Q2
Increased
2M
+24.3%
$148.9M0.2%$74.09
44
2025-Q1
Decreased
1.6M
-5.2%
$107.3M0.2%$66.98
0
2024-Q4
Decreased
1.7M
-0.5%
$118.9M0.2%$70.80
0
2024-Q3
Decreased
1.7M
-4.0%
$117.2M0.3%$68.70
0
2024-Q2
Decreased
1.7M
-10.5%
$115.6M0.3%$65.10
0
2024-Q1
Decreased
1.9M
-56.8%
$124.9M0.3%$62.72
0
2023-Q4
Decreased
4.5M
-12.9%
$263.2M0.8%$56.96
0
2023-Q3
Increased
5.2M
+36.5%
$271.5M0.9%$50.95
57
2023-Q2
Increased
3.8M
+16.4%
$206.4M2.2%$52.10
61
2023-Q1
Increased
3.3M
+1.7%
$164.2M1.9%$47.92
49
2022-Q4
Decreased
3.2M
-4.3%
$158.8M2.0%$45.37
0
2022-Q3
Increased
3.3M
+5.1%
$149.8M2.1%$42.67
55
2022-Q2
Increased
3.2M
+6.5%
$152.3M2.1%$44.56
55
2022-Q1
Increased
3M
+2.3%
$167.8M2.3%$53.37
53
2021-Q4
Decreased
2.9M
-5.5%
$161.2M2.3%$55.27
0
2021-Q3
Increased
3.1M
+25.0%
$174M2.6%$50.41
64
2021-Q2
Increased
2.5M
+13.1%
$132.7M2.1%$49.57
58
2021-Q1
Increased
2.2M
+2.2%
$110.2M2.0%$45.75
53
2020-Q4
Increased
2.1M
+5.7%
$99.6M2.3%$42.70
54
2020-Q3
Increased
2M
+2.8%
$87.4M2.3%$37.61
53
2020-Q2
Increased
2M
+101.6%
$78.8M2.3%$34.40
82
2020-Q1
Increased
978,082
+31.5%
$34.1M1.2%$29.35
58
2019-Q4
Increased
743,728
+18.1%
$29.6M1.0%$36.29
53
2019-Q3
Increased
629,735
+142.7%
$23.1M0.9%$33.17
65
2019-Q2
Increased
259,464
+214.3%
$9.7M0.4%$32.96
53
2019-Q1
New
82,562
-
$3M0.2%$31.66
44

Other major holders of SPTM: LPL Financial LLC, Allworth Financial LP

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