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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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 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

Sightline Wealth Advisors's SPTM Position: Q1 2026 in Review

Sightline Wealth Advisors sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2026, closing a stake of 2,942 shares — an estimated $243K sold.

Sightline Wealth Advisors first reported a position in SPTM in Q2 2023 and held it in 11 quarters. The position peaked at $442K in Q3 2025. 748 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Sightline Wealth 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.
  • Sightline Wealth Advisors sold 2,942 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $243K.
  • Sightline Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2023 and held it in 11 quarters.
  • Sightline Wealth Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $442K in Q3 2025.
  • 748 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Sightline Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.