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 Q2	$6.3K	Hold	69	–	–	﹤0.01%	650
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 $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

DHJJ Financial Advisors's SPTM Position: Q2 2026 in Review

DHJJ Financial Advisors held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 69 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

DHJJ Financial Advisors first reported a position in SPTM in Q3 2023 and has held it in 12 quarters since. 782 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

DHJJ Financial Advisors held 69 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $6.3K as of Q2 2026.
DHJJ Financial Advisors left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #650 holding.
DHJJ Financial Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2023 and has held it in 12 quarters since.
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 DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.