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SigFig Wealth Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

SigFig Wealth Management’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 		$25.4M Sell
281,572
-6,696
-2% -$589K 0.67% 20
2026
Q1 		$22.8M Sell
288,268
-2,897
-1% -$239K 0.67% 20
2025
Q4 		$24.3M Sell
291,165
-20,944
-7% -$1.71M 0.73% 24
2025
Q3 		$25M Sell
312,109
-13,006
-4% -$1.01M 0.77% 24
2025
Q2 		$24.2M Sell
325,115
-16,436
-5% -$1.14M 0.8% 25
2025
Q1 		$21.8M Sell
341,551
-13,602
-4% -$974K 0.79% 23
2024
Q4 		$22.5M Sell
355,153
-37,236
-9% -$2.68M 0.81% 23
2024
Q3 		$24.2M Sell
392,389
-16,768
-4% -$1.13M 0.88% 21
2024
Q2 		$24.7M Sell
409,157
-34,505
-8% -$2.21M 0.93% 20
2024
Q1 		$25.9M Sell
443,662
-37,333
-8% -$2.28M 0.95% 19
2023
Q4 		$26.9M Sell
480,995
-37,355
-7% -$2.04M 1.02% 19
2023
Q3 		$28.4M Sell
518,350
-31,077
-6% -$1.7M 1.14% 20
2023
Q2 		$30.2M Buy
+549,427
New +$28.3M 1.17% 20
2023
Q1 		– Sell
-625,399
Closed -$34.3M – 113
2022
Q4 		$34.3M Sell
625,399
-8,924
-1% -$424K 1.7% 15
2022
Q3 		$35.2M Sell
634,323
-42,133
-6% -$2.06M 1.84% 15
2022
Q2 		$36.3M Sell
676,456
-13,835
-2% -$698K 1.88% 14
2022
Q1 		$37.8M Sell
690,291
-49,284
-7% -$2.7M 1.81% 14
2021
Q4 		$39.5M Sell
739,575
-5,343
-0.7% -$302K 1.85% 14
2021
Q3 		$39.5M Buy
744,918
+46,771
+7% +$2.54M 1.98% 14
2021
Q2 		$37M Buy
698,147
+78,641
+13% +$4.07M 1.96% 13
2021
Q1 		$30.5M Buy
619,506
+70,236
+13% +$3.36M 1.87% 13
2020
Q4 		$25.3M Buy
549,270
+17,448
+3% +$760K 1.83% 12
2020
Q3 		$21.6M Buy
531,822
+7,839
+1% +$317K 1.96% 12
2020
Q2 		$19.8M Buy
523,983
+41,006
+8% +$1.47M 2.12% 12
2020
Q1 		$15.2M Buy
482,977
+19,075
+4% +$718K 2.06% 13
2019
Q4 		$18.5M Buy
463,902
+8,526
+2% +$325K 2.28% 13
2019
Q3 		$16.7M Buy
455,376
+18,301
+4% +$671K 2.38% 13
2019
Q2 		$15.9M Buy
437,075
+16,666
+4% +$597K 2.48% 15
2019
Q1 		$14.8M Buy
420,409
+35,346
+9% +$1.2M 2.62% 14
2018
Q4 		$11.8M Buy
385,063
+19,217
+5% +$642K 2.51% 14
2018
Q3 		$13.2M Buy
365,846
+19,011
+5% +$677K 2.74% 15
2018
Q2 		$11.8M Buy
346,835
+29,623
+9% +$1,000K 3.03% 13
2018
Q1 		$10.4M Buy
+317,212
New +$10.7M 6.07% 5

Other funds holding SPTM

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

SigFig Wealth Management's SPTM Position: Q2 2026 in Review

SigFig Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.3% in Q2 2026, selling an estimated $589K and leaving 281,572 shares worth $25.4M. The position accounts for 0.67% of the portfolio, ranked #20.

SigFig Wealth Management first reported a position in SPTM in Q1 2018 and has held it in 33 quarters since. The position peaked at $39.5M in Q4 2021. 153 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • SigFig Wealth Management held 281,572 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $25.4M as of Q2 2026.
  • SigFig Wealth Management sold 6,696 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $589K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.67% of SigFig Wealth Management's portfolio in Q2 2026, its #20 holding.
  • SigFig Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2018 and has held it in 33 quarters since.
  • SigFig Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $39.5M in Q4 2021.
  • 153 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.