True Link Financial Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

True Link Financial 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 Q2	–	Sell	-1,014	Closed	-$80.2K	–	351
2026 Q1	$80.2K	Buy	+1,014	New	+$83.7K	0.01%	169
2022 Q1	–	Sell	-1,071	Closed	-$63K	–	257
2021 Q4	$63K	Sell	1,071 -30	-3%	-$1.7K	0.01%	441
2021 Q3	$58K	Sell	1,101 -16	-1%	-$870	0.01%	443
2021 Q2	$59K	Sell	1,117 -1,007	-47%	-$52.1K	0.01%	397
2021 Q1	$104K	Sell	2,124 -2,666	-56%	-$127K	0.02%	382
2020 Q4	$221K	Buy	+4,790	New	+$209K	0.03%	225

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

True Link Financial Advisors's SPTM Position: Q2 2026 in Review

True Link Financial Advisors sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026, closing a stake of 1,014 shares — an estimated $80.2K sold.

True Link Financial Advisors first reported a position in SPTM in Q4 2020 and held it in 6 quarters. The position peaked at $221K in Q4 2020. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

True Link Financial Advisors 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.
True Link Financial Advisors sold 1,014 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $80.2K.
True Link Financial Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2020 and held it in 6 quarters.
True Link Financial Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $221K in Q4 2020.
775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.