Foresight Capital Management Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Foresight Capital Management Advisors’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 Q1	–	Sell	-18,972	Closed	-$1.57M	–	106
2025 Q4	$1.57M	Buy	+18,972	New	+$1.55M	0.85%	41
2025 Q3	–	Sell	-4,897	Closed	-$367K	–	99
2025 Q2	$367K	Sell	4,897 -955	-16%	-$66.3K	0.21%	55
2025 Q1	$398K	Buy	+5,852	New	+$419K	0.25%	56
2024 Q2	–	Sell	-3,544	Closed	-$227K	–	80
2024 Q1	$227K	Buy	+3,544	New	+$216K	0.17%	59
2022 Q3	–	Sell	-6,337	Closed	-$295K	–	48
2022 Q2	$295K	Sell	6,337 -140	-2%	-$7.07K	0.45%	35
2022 Q1	$360K	Sell	6,477 -15,317	-70%	-$840K	0.4%	35
2021 Q4	$1.27M	Buy	+21,794	New	+$1.23M	1.24%	38

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Foresight Capital Management Advisors's SPTM Position: Q1 2026 in Review

Foresight Capital Management Advisors sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2026, closing a stake of 18,972 shares — an estimated $1.57M sold.

Foresight Capital Management Advisors first reported a position in SPTM in Q4 2021 and held it in 7 quarters. The position peaked at $1.57M in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Foresight Capital Management Advisors reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2026 after selling out during the quarter.
Foresight Capital Management Advisors sold 18,972 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $1.57M.
Foresight Capital Management Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and held it in 7 quarters.
Foresight Capital Management Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.57M in Q4 2025.
743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Foresight Capital Management Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.