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Brighton Jones LLC’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Brighton Jones LLC’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
2025
Q4 		– Sell
-6,262
Closed -$505K – 825
2025
Q3 		$505K Sell
6,262
-221
-3% -$17.2K 0.01% 625
2025
Q2 		$486K Buy
6,483
+20
+0.3% +$1.39K 0.01% 547
2025
Q1 		$440K Buy
6,463
+20
+0.3% +$1.43K 0.01% 426
2024
Q4 		$460K Buy
6,443
+22
+0.3% +$1.58K 0.01% 417
2024
Q3 		$450K Sell
6,421
-356
-5% -$24K 0.02% 339
2024
Q2 		$450K Buy
6,777
+24
+0.4% +$1.54K 0.01% 375
2024
Q1 		$433K Buy
6,753
+22
+0.3% +$1.34K 0.02% 377
2023
Q4 		$393K Buy
6,731
+27
+0.4% +$1.47K 0.02% 382
2023
Q3 		$352K Buy
6,704
+25
+0.4% +$1.37K 0.02% 365
2023
Q2 		$364K Sell
6,679
-1,261
-16% -$65.1K 0.02% 359
2023
Q1 		$400K Buy
7,940
+1,323
+20% +$65.3K 0.02% 325
2022
Q4 		$313K Buy
6,617
+29
+0.4% +$1.38K 0.02% 330
2022
Q3 		$291K Sell
6,588
-1,359
-17% -$66.5K 0.02% 341
2022
Q2 		$369K Buy
7,947
+37
+0.5% +$1.87K 0.02% 304
2022
Q1 		$440K Buy
7,910
+454
+6% +$24.9K 0.02% 300
2021
Q4 		$436K Buy
7,456
+1,415
+23% +$80.1K 0.02% 305
2021
Q3 		$320K Buy
6,041
+157
+3% +$8.54K 0.02% 354
2021
Q2 		$312K Buy
5,884
+5
+0.1% +$259 0.02% 344
2021
Q1 		$289K Sell
5,879
-5,303
-47% -$254K 0.02% 319
2020
Q4 		$515K Buy
+11,182
New +$487K 0.03% 212
2020
Q3 		– Sell
-15,612
Closed -$590K – 348
2020
Q2 		$590K Sell
15,612
-6,795
-30% -$243K 0.05% 156
2020
Q1 		$705K Sell
22,407
-667
-3% -$25.1K 0.07% 123
2019
Q4 		$920K Sell
23,074
-8
-0% -$305 0.1% 123
2019
Q3 		$848K Buy
23,082
+6,978
+43% +$256K 0.1% 116
2019
Q2 		$587K Buy
16,104
+1,106
+7% +$39.6K 0.07% 153
2019
Q1 		$528K Sell
14,998
-2,324
-13% -$78.6K 0.06% 165
2018
Q4 		$535K Buy
+17,322
New +$579K 0.08% 135

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Brighton Jones LLC's SPTM Position: Q4 2025 in Review

Brighton Jones LLC sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2025, closing a stake of 6,262 shares — an estimated $505K sold.

Brighton Jones LLC first reported a position in SPTM in Q4 2018 and held it in 27 quarters. The position peaked at $920K in Q4 2019. 734 funds tracked by Wall St. Rank hold SPTM as of Q4 2025.

  • Brighton Jones LLC reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q4 2025 after selling out during the quarter.
  • Brighton Jones LLC sold 6,262 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2025, an estimated $505K.
  • Brighton Jones LLC first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2018 and held it in 27 quarters.
  • Brighton Jones LLC's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $920K in Q4 2019.
  • 734 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2025.

Based on Brighton Jones LLC's 13F filing for Q4 2025, filed 27 Jan 2026.