Sigma Planning Corp
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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
Q3 		$570K Hold
6,196
– – 0.01% 792
2026
Q2 		$563K Sell
6,196
-10
-0.2% -$880 0.01% 858
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
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Hughes Financial Services
Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Keener Financial Planning
Keener Financial Planning Keller, Texas $283M AUM 17.22% 1-Year Est. Return

Sigma Planning Corp's SPTM Position: Q3 2026 in Review

Sigma Planning Corp held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q3 2026 at 6,196 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #792.

Sigma Planning Corp first reported a position in SPTM in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.88M in Q2 2022. 496 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Sigma Planning Corp held 6,196 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $570K as of Q3 2026.
  • Sigma Planning Corp left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #792 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 16 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.
  • 496 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.