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

Sanctuary 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 Q2	$2.39M	Sell	26,319 -4,091	-13%	-$360K	0.01%	963
2026 Q1	$2.4M	Buy	30,410 +5,332	+21%	+$440K	0.01%	860
2025 Q4	$2.07M	Sell	25,078 -313	-1%	-$25.6K	0.01%	914
2025 Q3	$2.05M	Sell	25,391 -2,152	-8%	-$167K	0.01%	885
2025 Q2	$2.06M	Buy	27,543 +20,493	+291%	+$1.42M	0.01%	833
2025 Q1	$479K	Sell	7,050 -464	-6%	-$33.2K	﹤0.01%	1542
2024 Q4	$555K	Buy	7,514 +836	+13%	+$60.2K	﹤0.01%	1625
2024 Q3	$487K	Buy	6,678 +1,198	+22%	+$80.9K	﹤0.01%	1711
2024 Q2	$341K	Buy	+5,480	New	+$351K	﹤0.01%	1888

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sanctuary Advisors's SPTM Position: Q2 2026 in Review

Sanctuary Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 13% in Q2 2026, selling an estimated $360K and leaving 26,319 shares worth $2.39M. The position accounts for 0.01% of the portfolio, ranked #963.

Sanctuary Advisors first reported a position in SPTM in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.4M in Q1 2026. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Sanctuary Advisors held 26,319 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.39M as of Q2 2026.
Sanctuary Advisors sold 4,091 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $360K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #963 holding.
Sanctuary Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.4M in Q1 2026.
775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.