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Sound Income Strategies’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Sound Income Strategies’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 		– Sell
-50
Closed -$3.98K – 2139
2026
Q1 		$3.98K Hold
50
– – ﹤0.01% 1928
2025
Q4 		$4.2K Hold
50
– – ﹤0.01% 1887
2025
Q3 		$4.06K Hold
50
– – ﹤0.01% 1218
2025
Q2 		$3.75K Hold
50
– – ﹤0.01% 1157
2025
Q1 		$3.4K Hold
50
– – ﹤0.01% 1140
2024
Q4 		$3.57K Hold
50
– – ﹤0.01% 1061
2024
Q3 		$3.5K Sell
50
-218
-81% -$14.7K ﹤0.01% 1025
2024
Q2 		$17.8K Sell
268
-145
-35% -$9.28K ﹤0.01% 651
2024
Q1 		$26.5K Sell
413
-23
-5% -$1.4K ﹤0.01% 546
2023
Q4 		$25.5K Sell
436
-227
-34% -$12.4K ﹤0.01% 540
2023
Q3 		$34.8K Buy
663
+417
+170% +$22.8K ﹤0.01% 344
2023
Q2 		$13.4K Hold
246
– – ﹤0.01% 513
2023
Q1 		$12.4K Buy
246
+196
+392% +$9.68K ﹤0.01% 510
2022
Q4 		$2.37K Hold
50
– – ﹤0.01% 742
2022
Q3 		$2K Hold
50
– – ﹤0.01% 737
2022
Q2 		$2K Sell
50
-1
-2% -$50 ﹤0.01% 752
2022
Q1 		$3K Hold
51
– – ﹤0.01% 689
2021
Q4 		$3K Hold
51
– – ﹤0.01% 682
2021
Q3 		$3K Hold
51
– – ﹤0.01% 658
2021
Q2 		$3K Sell
51
-1,453
-97% -$75.2K ﹤0.01% 693
2021
Q1 		$74K Buy
1,504
+51
+4% +$2.44K 0.01% 184
2020
Q4 		$67K Sell
1,453
-363
-20% -$15.8K 0.01% 180
2020
Q3 		$74K Buy
1,816
+200
+12% +$8.1K 0.02% 151
2020
Q2 		$61K Sell
1,616
-18
-1% -$644 0.02% 137
2020
Q1 		$51K Sell
1,634
-482
-23% -$18.1K 0.02% 124
2019
Q4 		$84K Sell
2,116
-47
-2% -$1.79K 0.02% 92
2019
Q3 		$79K Sell
2,163
-149
-6% -$5.46K 0.02% 93
2019
Q2 		$84K Sell
2,312
-258
-10% -$9.24K 0.03% 93
2019
Q1 		$90K Sell
2,570
-1,835
-42% -$62.1K 0.04% 90
2018
Q4 		$136K Sell
4,405
-993
-18% -$33.2K 0.07% 70
2018
Q3 		$195K Buy
5,398
+4,419
+451% +$157K 0.1% 59
2018
Q2 		$33K Buy
+979
New +$33K 0.02% 157

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
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
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
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sound Income Strategies's SPTM Position: Q2 2026 in Review

Sound Income Strategies sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026, closing a stake of 50 shares — an estimated $3.98K sold.

Sound Income Strategies first reported a position in SPTM in Q2 2018 and held it in 32 quarters. The position peaked at $195K in Q3 2018. 782 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Sound Income Strategies reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 50 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $3.98K.
  • Sound Income Strategies first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2018 and held it in 32 quarters.
  • Sound Income Strategies's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $195K in Q3 2018.
  • 782 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.