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

Sightline Wealth 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	-2,942	Closed	-$243K	–	99
2025 Q4	$243K	Sell	2,942 -2,535	-46%	-$207K	0.1%	82
2025 Q3	$442K	Sell	5,477 -113	-2%	-$8.78K	0.2%	60
2025 Q2	$419K	Sell	5,590 -56	-1%	-$3.89K	0.2%	59
2025 Q1	$384K	Sell	5,646 -298	-5%	-$21.3K	0.2%	58
2024 Q4	$425K	Sell	5,944 -285	-5%	-$20.5K	0.23%	54
2024 Q3	$436K	Buy	6,229 +810	+15%	+$54.7K	0.24%	52
2024 Q2	$360K	Sell	5,419 -450	-8%	-$28.8K	0.22%	58
2024 Q1	$376K	Buy	5,869 +7	+0.1%	+$427	0.25%	56
2023 Q4	$343K	Buy	5,862 +83	+1%	+$4.53K	0.26%	53
2023 Q3	$303K	Buy	5,779 +1,342	+30%	+$73.3K	0.28%	53
2023 Q2	$224K	Buy	+4,437	New	+$229K	0.22%	50

Other funds holding SPTM

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Creative Planning

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

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

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 $32.1B AUM 59.58% 1-Year Est. Return

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

Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return

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