Sigma Planning Corp’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Sigma Planning Corp’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	$491K	Sell	6,206 -181	-3%	-$14.9K	0.01%	845
2025 Q4	$527K	Sell	6,387 -115	-2%	-$9.4K	0.01%	778
2025 Q3	$524K	Sell	6,502 -257	-4%	-$20K	0.01%	794
2025 Q2	$506K	Sell	6,759 -17,783	-72%	-$1.23M	0.02%	776
2025 Q1	$1.67M	Sell	24,542 -485	-2%	-$34.7K	0.05%	334
2024 Q4	$1.79M	Sell	25,027 -163	-0.6%	-$11.7K	0.06%	312
2024 Q3	$1.76M	Sell	25,190 -621	-2%	-$41.9K	0.05%	325
2024 Q2	$1.71M	Sell	25,811 -350	-1%	-$22.4K	0.05%	334
2024 Q1	$1.68M	Buy	+26,161	New	+$1.6M	0.05%	352
2023 Q4	–	Sell	-14,532	Closed	-$763K	–	1132
2023 Q3	$763K	Buy	+14,532	New	+$794K	0.03%	551
2023 Q1	–	Sell	-18,283	Closed	-$865K	–	1353
2022 Q4	$865K	Sell	18,283 -22,549	-55%	-$1.07M	0.03%	541
2022 Q3	$1.8M	Buy	40,832 +367	+0.9%	+$18K	0.07%	280
2022 Q2	$1.88M	Buy	40,465 +36,720	+981%	+$1.85M	0.07%	291
2022 Q1	$208K	Buy	+3,745	New	+$205K	0.01%	1242

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

Sigma Planning Corp's SPTM Position: Q1 2026 in Review

Sigma Planning Corp reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.8% in Q1 2026, selling an estimated $14.9K and leaving 6,206 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #845.

Sigma Planning Corp first reported a position in SPTM in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.88M in Q2 2022. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Sigma Planning Corp held 6,206 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $491K as of Q1 2026.
Sigma Planning Corp sold 181 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $14.9K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #845 holding.
Sigma Planning Corp first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2022 and has held it in 14 quarters since.
Sigma Planning Corp's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.88M in Q2 2022.
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 Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.