Wealthcare Advisory Partners LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 14, 2026), Wealthcare Advisory Partners LLC reported 1,069 stock positions worth $5.1 billion. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 6.8% of the portfolio, followed by SS SPDR P S&P 1500 Comp ETF (SPTM, 4.0%) and VG Morningstar TS MKT ETF-US (VTI, 2.6%). Compared with Q4 2025, it opened 81 new positions, sold out of 75, added to 539 and reduced 400. The biggest buy was a new position in FT Vest U.S. Equity Buffer E (FSEP) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −31%).
- Most Recent 13F
- Q2 2026
- Location
- WEST CHESTER, PA
- CIK
- 0001683059
- Portfolio Value
- $5.1B (Q1 2026)
- SEC Filing
- 0001951757-26-000595 ↗ filed Apr 14, 2026
Holdings Value
Holdings 1,069 stocks · $5.1B
| SPYM Ste STR SPDR PT S&P 500 ETF | 6.77% | 4,543,574 | $347.8M | Add +4.9% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 3.98% | 2,586,827 | $204.5M | Add +1.8% |
| VTI VG Morningstar TS MKT ETF-US | 2.57% | 411,337 | $132.0M | Add +15.7% |
| STIP iShares 0-5 Year Tips Bond E | 2.43% | 1,209,342 | $125.1M | Add +5.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.13% | 168,620 | $109.7M | Reduce -2.1% |
| IEF iShares 7-10 Year Treasury B | 1.99% | 1,072,046 | $102.3M | Add +39.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.65% | 1,757,127 | $84.9M | Add +4.4% |
| SPAB SS SPDR P Agg Bond ETF | 1.50% | 3,015,178 | $77.2M | Add +7.8% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.36% | 1,182,205 | $70.0M | Add +6.1% |
| FBND Fidelity Total Bond ETF | 1.35% | 1,523,999 | $69.5M | Add +1.3% |
| NVDA Nvidia Corp. | 1.34% | 394,346 | $68.8M | Reduce -6.5% |
| AAPL Apple Inc. | 1.30% | 262,694 | $66.7M | Reduce -1.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.23% | 1,386,698 | $63.3M | Add +8.9% |
| VOO Vanguard S&P 500 ETF | 1.19% | 102,314 | $61.1M | Reduce -31.5% |
| VYM Vanguard High DVD Yield ETF | 1.14% | 396,945 | $58.8M | Add +24.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.08% | 96,458 | $55.7M | Reduce -0.2% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 1.08% | 1,305,709 | $55.5M | Add +5.6% |
| MUB iShares National Muni Bond E | 1.08% | 522,191 | $55.4M | Reduce -2.1% |
| NTSX Wisdomtree US Efficient Core | 1.00% | 988,091 | $51.5M | Add +5.9% |
| IVV iShares Core S&P 500 ETF | 0.85% | 67,213 | $43.9M | Add +0.4% |
| SGOV iShares 0-3 Month Treasury B | 0.84% | 430,576 | $43.3M | Add +10.7% |
| AGG iShares Core U.S. Aggregate | 0.78% | 405,504 | $40.3M | Add +5.0% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.76% | 794,798 | $39.3M | Add +3.8% |
| MSFT Microsoft Corp. | 0.76% | 105,087 | $38.9M | Add +0.1% |
| SCHP Schwab U.S. Tips ETF | 0.73% | 1,414,020 | $37.6M | Reduce -0.6% |
| VEA Vanguard Ftse Developed ETF | 0.72% | 581,295 | $37.2M | Add +0.7% |
| DFAC Dimensional US Core Equity 2 | 0.72% | 956,946 | $37.2M | Reduce -38.2% |
| FSEP FT Vest U.S. Equity Buffer E | 0.72% | 733,902 | $36.9M | New |
| COWZ Pacer US Cash Cows 100 ETF | 0.71% | 587,049 | $36.7M | Add +3.3% |
| AVUV Avantis US Small Cap Value | 0.68% | 315,036 | $34.8M | Reduce -5.5% |
| SCZ iShares MSCI Eafe Small-Cap | 0.62% | 406,167 | $31.8M | Add +0.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.57% | 391,062 | $29.4M | Add +17.5% |
| SHM SS SPDR N Ice St Muni ETF | 0.56% | 600,611 | $28.7M | Reduce -2.7% |
| IBDU iShares Ibonds Dec 2029 Term | 0.54% | 1,182,371 | $27.5M | Add +3.3% |
| JPIE JPMorgan Income ETF | 0.53% | 595,211 | $27.4M | Add +11.7% |
| CGGR Cap Group Growth Equity | 0.51% | 647,731 | $26.0M | Add +5.8% |
| PYLD PIMCO Multisector Bond Actv | 0.50% | 983,068 | $25.8M | Add +22.7% |
| AMZN Amazon.com Inc. | 0.50% | 122,810 | $25.6M | Add +6.2% |
| JEPI JPMorgan Equity Premium Inco | 0.46% | 417,797 | $23.7M | Add +47.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.46% | 120,529 | $23.6M | Reduce -0.8% |
| MBB iShares MBS ETF | 0.44% | 235,771 | $22.4M | Add +46.8% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.43% | 489,073 | $22.2M | Reduce -9.4% |
| SCHD Schwab US DVD Equity ETF | 0.43% | 717,346 | $22.0M | Reduce -15.7% |
| VIG Vanguard Dividend Apprec ETF | 0.42% | 101,003 | $21.7M | Reduce -9.8% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.42% | 149,185 | $21.6M | Add +1.3% |
| MOAT Vaneck Morningstar Wide Moat | 0.41% | 219,384 | $21.2M | Add +2.6% |
| SMMD iShares Russell 2500 ETF | 0.40% | 271,761 | $20.7M | Add +4.5% |
| IJH iShares Core S&P Midcap ETF | 0.40% | 306,621 | $20.7M | Reduce -4.8% |
| JPM JPMorgan Chase & Co. | 0.40% | 69,827 | $20.5M | Reduce -0.3% |
| ANGL Vaneck Fallen Angel High YLD | 0.38% | 688,836 | $19.8M | Add +2.6% |
| PULS Pgim Ultra Short Bond ETF | 0.38% | 396,686 | $19.6M | Add +24.7% |
| DFIC Dimensional International Co. | 0.38% | 550,199 | $19.5M | Reduce -27.4% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.37% | 652,930 | $19.3M | Add +5.7% |
| PHYS Sprott Physical Gold Trust | 0.37% | 539,041 | $19.1M | Add +6.4% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.36% | 238,191 | $18.7M | Add +7.3% |
| QQQM Invesco Nasdaq 100 ETF | 0.36% | 77,005 | $18.3M | Add +5.4% |
| IJR iShares Core S&P Small-Cap E | 0.35% | 145,636 | $18.1M | Reduce -23.3% |
| FTSD Franklin Short Duration U.S. | 0.35% | 199,306 | $18.1M | Add +3809.5% |
| XOM Exxon Mobil Corp. | 0.35% | 106,630 | $18.1M | Reduce -12.3% |
| USFR Wisdomtree Floating Rate Tre | 0.35% | 357,790 | $18.0M | Add +8.1% |
| GOOGL Alphabet Inc. Class A | 0.35% | 62,110 | $17.9M | Add +0.8% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.34% | 255,848 | $17.4M | Add +1.1% |
| HD Home Depot Inc. | 0.34% | 52,575 | $17.3M | Add +18.4% |
| CAOS Alpha Architect Tail Risk | 0.33% | 186,841 | $17.0M | Reduce -5.6% |
| IWB iShares Russell 1000 ETF | 0.33% | 47,428 | $16.9M | Add +6.7% |
| QSPT FT Vest Nasdaq-100 Buffer Et | 0.33% | 547,797 | $16.8M | New |
| CGCP Cap Group Core Plus Income | 0.33% | 748,481 | $16.7M | Add +13.4% |
| DFUS Dimensional US Eq MKT ETF | 0.32% | 228,984 | $16.2M | Add +247.4% |
| AVGO Broadcom Inc. | 0.31% | 52,285 | $16.2M | Add +2.5% |
| GSY Invesco Ultra Short Duration | 0.31% | 314,374 | $15.8M | Add +13.1% |
| RSP Invesco S&P 500 Equal Weight | 0.31% | 81,913 | $15.7M | No change |
| JAAA Janus Henderson Aaa Clo ETF | 0.30% | 311,305 | $15.7M | Add +8.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.30% | 54,510 | $15.7M | Add +0.7% |
| GLDM SPDR Gold Minishares Trust | 0.30% | 163,657 | $15.2M | Reduce -5.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 31,014 | $14.9M | Reduce -4.7% |
| TSLA Tesla Inc. | 0.29% | 39,964 | $14.9M | Add +8.4% |
| SCHG Schwab US Large-Cap Growth | 0.28% | 497,883 | $14.5M | Add +1.2% |
| IGE iShares North American Natur | 0.28% | 230,064 | $14.5M | Add +84.5% |
| NTSI Wisdomtree International Eff | 0.25% | 297,439 | $13.1M | Add +0.4% |
| SLV iShares Silver Trust | 0.25% | 191,520 | $13.1M | Add +2.0% |
| GOOG Alphabet Inc. Class C | 0.25% | 45,039 | $12.9M | Add +0.1% |
| GLD SPDR Gold Shares | 0.25% | 29,834 | $12.8M | Add +0.0% |
| VRIG Invesco Variable Rate Invest | 0.25% | 509,921 | $12.8M | Reduce -0.5% |
| SDVY First Trust Smid Cap Rising | 0.24% | 318,732 | $12.6M | Add +1.8% |
| BKLN Invesco Senior Loan ETF | 0.24% | 606,611 | $12.4M | Reduce -41.9% |
| SUB iShares Short-Term National | 0.24% | 116,104 | $12.4M | Add +21.4% |
| V Visa Inc. Class A | 0.24% | 40,430 | $12.2M | Reduce -2.2% |
| FAUG FT Vest U.S. Equity Buffer E | 0.24% | 234,971 | $12.2M | Add +6.8% |
| RWL Invesco S&P 500 Revenue ETF | 0.23% | 105,073 | $12.1M | Add +15.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.23% | 122,457 | $12.0M | Add +1.2% |
| EFA iShares MSCI Eafe ETF | 0.23% | 122,575 | $11.9M | Add +0.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.23% | 127,787 | $11.6M | Add +5.4% |
| ABBV Abbvie Inc. | 0.22% | 52,676 | $11.5M | Reduce -24.1% |
| TBLL Invesco Short Term Treasury | 0.22% | 107,997 | $11.4M | Add +2.3% |
| IXUS iShares Core Intl Stock ETF | 0.22% | 130,778 | $11.3M | Add +39.0% |
| CAT Caterpillar Inc. | 0.22% | 15,800 | $11.2M | Reduce -1.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.21% | 194,221 | $11.0M | Add +3.0% |
| META Meta Platforms Inc. Class A | 0.21% | 19,012 | $10.9M | Add +6.8% |
| WINN Harbor Long-Term Growers ETF | 0.21% | 389,830 | $10.8M | Reduce -0.0% |
| BALT Inn Defined Wealth Shield | 0.21% | 315,653 | $10.6M | Reduce -36.8% |
Other holdings (4): bonds, preferreds, convertibles and warrants · $2.2M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | 20,792 | $1.5M | Add +20.8% |
| NEXTERA ENERGY INC (NEE 7.234 11/01/27) | UNIT 11/01/2027 | 9,341 | $489K | Add +1.4% |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 188 | $217K | No change |
| NUCLW Eagle Nuclear Energy Corp. | *W EXP 02/25/203 | 11,938 | $17K | New |
Total filed on the 13F, all lines: $5.1B.
Portfolio Sells Q4 2025 → Q1 2026
| VOO Vanguard S&P 500 ETF | Reduce -31.5% | 1.19% | −0.65 |
| DFAC Dimensional US Core Equity 2 | Reduce -38.2% | 0.72% | −0.48 |
| VGLT Vanguard Long-Term Treasury | Sold out | 0.00% | −0.29 |
| IWY iShares Russell Top 200 Grow | Reduce -55.8% | 0.17% | −0.26 |
| NVDA Nvidia Corp. | Reduce -6.5% | 1.34% | −0.21 |
| BKLN Invesco Senior Loan ETF | Reduce -41.9% | 0.24% | −0.19 |
| SPGP Invesco S&P 500 Garp ETF | Reduce -78.6% | 0.05% | −0.18 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.1% | 2.13% | −0.17 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -44.3% | 0.17% | −0.17 |
| VNQ Vanguard Real Estate ETF | Reduce -62.1% | 0.08% | −0.14 |
| DFIC Dimensional International Co. | Reduce -27.4% | 0.38% | −0.13 |
| AAPL Apple Inc. | Reduce -1.7% | 1.30% | −0.13 |
| BALT Inn Defined Wealth Shield | Reduce -36.8% | 0.21% | −0.12 |
| JNJ Johnson & Johnson | Reduce -45.6% | 0.19% | −0.11 |
| ORCL Oracle Corp. | Reduce -57.1% | 0.05% | −0.11 |
| RWR SS SPDR Dow Jones REIT ETF | Reduce -90.9% | 0.01% | −0.10 |
| IJR iShares Core S&P Small-Cap E | Reduce -23.3% | 0.35% | −0.10 |
| ABBV Abbvie Inc. | Reduce -24.1% | 0.22% | −0.09 |
| TLSI Trisalus Life Sciences Inc. | Sold out | 0.00% | −0.09 |
| COM Direxion Auspice BRD Cmdty | Reduce -85.9% | 0.02% | −0.09 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.2% | 1.08% | −0.08 |
| TJX TJX Companies Inc. | Reduce -74.0% | 0.03% | −0.07 |
| PSLV Sprott Physical Silver Trust | Reduce -41.7% | 0.10% | −0.07 |
| WMT Walmart Inc. | Reduce -43.3% | 0.10% | −0.06 |
| VIG Vanguard Dividend Apprec ETF | Reduce -9.8% | 0.42% | −0.06 |
| IUSG iShares Core S&P U.S. Growth | Reduce -42.5% | 0.06% | −0.06 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -29.8% | 0.13% | −0.05 |
| STT State Street Corp. | Sold out | 0.00% | −0.05 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -9.4% | 0.43% | −0.05 |
| DFCF Dimensional Core Fixed Inc. | Reduce -47.4% | 0.06% | −0.05 |
| NOW ServiceNow Inc. | Reduce -16.3% | 0.06% | −0.05 |
| RZV Invesco S&P Smallcap 600 Pur | Reduce -29.9% | 0.13% | −0.05 |
| V Visa Inc. Class A | Reduce -2.2% | 0.24% | −0.05 |
| ALAB Astera Labs Inc. | Reduce -20.7% | 0.05% | −0.05 |
| QUAL iShares MSCI USA Quality Fac | Reduce -14.9% | 0.19% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -5.0% | 0.18% | −0.04 |
| MUB iShares National Muni Bond E | Reduce -2.1% | 1.08% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 0.40% | −0.04 |
| PTLC Pacer Trendpilot US Large Ca | Sold out | 0.00% | −0.04 |
| DIHP Dimensional International Hi | Sold out | 0.00% | −0.04 |
| AVLV Avantis US Large Cap Value | Reduce -59.9% | 0.03% | −0.04 |
| XLK SS Technology Select Sector | Reduce -12.6% | 0.15% | −0.04 |
| DUHP Dimensional US High Profi Et | Sold out | 0.00% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.7% | 0.29% | −0.03 |
| DRSK Aptus Defined Risk ETF | Reduce -9.7% | 0.19% | −0.03 |
| DFSV Dimensional US Small Cap Val | Reduce -38.2% | 0.06% | −0.03 |
| SPIP SS SPDR P Tips ETF | Reduce -59.7% | 0.02% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -15.7% | 0.43% | −0.03 |
| UBER Uber Technologies Inc. | Reduce -55.9% | 0.02% | −0.03 |
| CADE Cadence Bank | Sold out | 0.00% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| FSEP FT Vest U.S. Equity Buffer E | New | 0.72% | +0.72 |
| IEF iShares 7-10 Year Treasury B | Add +39.7% | 1.99% | +0.54 |
| FTSD Franklin Short Duration U.S. | Add +3809.5% | 0.35% | +0.34 |
| QSPT FT Vest Nasdaq-100 Buffer Et | New | 0.33% | +0.33 |
| VYM Vanguard High DVD Yield ETF | Add +24.3% | 1.14% | +0.24 |
| VTI VG Morningstar TS MKT ETF-US | Add +15.7% | 2.57% | +0.22 |
| DFUS Dimensional US Eq MKT ETF | Add +247.4% | 0.32% | +0.22 |
| IGE iShares North American Natur | Add +84.5% | 0.28% | +0.16 |
| JEPI JPMorgan Equity Premium Inco | Add +47.2% | 0.46% | +0.14 |
| MBB iShares MBS ETF | Add +46.8% | 0.44% | +0.14 |
| STIP iShares 0-5 Year Tips Bond E | Add +5.3% | 2.43% | +0.12 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +8.9% | 1.23% | +0.12 |
| HFGM Unltd HFGM Global Macro ETF | Add +795.9% | 0.13% | +0.12 |
| REMX Vaneck Rar Earth ND STG-Usdi | Add +134.0% | 0.18% | +0.11 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +4.4% | 1.65% | +0.10 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +6.1% | 1.36% | +0.09 |
| USRT iShares Core US REIT ETF | Add +75.9% | 0.20% | +0.09 |
| VEU Vanguard Ftse All-World Ex-U | Add +17.5% | 0.57% | +0.09 |
| SPAB SS SPDR P Agg Bond ETF | Add +7.8% | 1.50% | +0.09 |
| RSBA Retrn Stckd BD & MRGR Ar ETF | Add +76.3% | 0.20% | +0.08 |
| WTIP Wisdomtree Inflation Plus | Add +893.9% | 0.09% | +0.08 |
| PYLD PIMCO Multisector Bond Actv | Add +22.7% | 0.50% | +0.08 |
| SGOV iShares 0-3 Month Treasury B | Add +10.7% | 0.84% | +0.08 |
| WCN Waste Connections Inc. | New | 0.07% | +0.07 |
| PULS Pgim Ultra Short Bond ETF | Add +24.7% | 0.38% | +0.07 |
| IXUS iShares Core Intl Stock ETF | Add +39.0% | 0.22% | +0.06 |
| DFAI Dimensional International Co. | Add +405.0% | 0.07% | +0.06 |
| DDSQ Inovtor Eqty DD BFR ETF QRTR | New | 0.06% | +0.06 |
| XLBI St Sr MT SL SC SPDR PR in-US | New | 0.05% | +0.05 |
| CEF Sprott Physical Gold and Sil | Add +127.2% | 0.09% | +0.05 |
| REET iShares Global REIT ETF | New | 0.05% | +0.05 |
| JPIE JPMorgan Income ETF | Add +11.7% | 0.53% | +0.05 |
| CGUI Cap Group Ultra Short Income | Add +49.2% | 0.15% | +0.05 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +7.3% | 0.36% | +0.05 |
| UTEN F/M US Treasury 10 Year Note | Add +481.8% | 0.05% | +0.04 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +92.9% | 0.09% | +0.04 |
| IEMG iShares Core MSCI Emerging | Add +138.3% | 0.07% | +0.04 |
| PHYS Sprott Physical Gold Trust | Add +6.4% | 0.37% | +0.04 |
| CVX Chevron Corp. | Add +6.6% | 0.14% | +0.04 |
| COWZ Pacer US Cash Cows 100 ETF | Add +3.3% | 0.71% | +0.04 |
| SPHQ Invesco S&P 500 Quality ETF | Add +104.3% | 0.08% | +0.04 |
| ITOT iShares Core S&P Total U.S. | Add +58.0% | 0.12% | +0.04 |
| METL Sprott Act Metals&miners ETF | New | 0.04% | +0.04 |
| AVXC Avantis Emg MKT Ex China ETF | Add +23.3% | 0.18% | +0.04 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +3.8% | 0.76% | +0.04 |
| SUB iShares Short-Term National | Add +21.4% | 0.24% | +0.04 |
| IFRA iShares US Infrastructure | Add +15.0% | 0.20% | +0.04 |
| XLEI SS Energy SS SPDR Prem Inc. | New | 0.04% | +0.04 |
| VIS Vanguard Industrials ETF | Add +212.7% | 0.05% | +0.04 |
| HD Home Depot Inc. | Add +18.4% | 0.34% | +0.04 |
Notes & Other Activity Q4 2025 → Q1 2026
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | Add +20.8% | 20,792 | $1.5M |
| NEXTERA ENERGY INC (NEE 7.234 11/01/27) | UNIT 11/01/2027 | Add +1.4% | 9,341 | $489K |
| NUCLW Eagle Nuclear Energy Corp. | *W EXP 02/25/203 | New | 11,938 | $17K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,081 | $5.3B | SPYM, SPTM, VTI, STIP, SPSM |
| Q1 2026 | 1,069 | $5.1B | SPYM, SPTM, VTI, STIP, SPY |
| Q4 2025 | 1,063 | $5.1B | SPYM, SPTM, VTI, STIP, SPY |
| Q3 2025 | 1,013 | $4.8B | SPYM, SPTM, VTI, SPY, STIP |
| Q2 2025 | 967 | $4.4B | SPYM, SPTM, VTI, SPY, STIP |
| Q1 2025 | 902 | $3.7B | SPYM, SPTM, VTI, STIP, SPY |
| Q4 2024 | 887 | $3.6B | SPYM, SPTM, SPY, VTI, STIP |
| Q3 2024 | 871 | $3.5B | SPYM, SPTM, SPY, VTI, STIP |
| Q2 2024 | 821 | $3.2B | SPYM, SPTM, VTI, SPY, STIP |
| Q1 2024 | 798 | $3.0B | SPYM, SPTM, VTI, SPY, STIP |