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

DHJJ 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 Q1	$5.47K	Hold	69	–	–	﹤0.01%	652
2025 Q4	$5.69K	Hold	69	–	–	﹤0.01%	614
2025 Q3	$5.55K	Hold	69	–	–	﹤0.01%	602
2025 Q2	$5.13K	Buy	69 +1	+1%	+$69	﹤0.01%	602
2025 Q1	$4.65K	Hold	68	–	–	﹤0.01%	575
2024 Q4	$4.87K	Hold	68	–	–	﹤0.01%	557
2024 Q3	$4.76K	Hold	68	–	–	﹤0.01%	549
2024 Q2	$4.49K	Buy	68 +1	+1%	+$64	﹤0.01%	512
2024 Q1	$4.33K	Hold	67	–	–	﹤0.01%	508
2023 Q4	$3.93K	Hold	67	–	–	﹤0.01%	509
2023 Q3	$3.52K	Buy	+67	New	+$3.66K	﹤0.01%	513

Other funds holding SPTM

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

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 $32.1B AUM 59.58% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return