Jackson Grant Investment Advisers’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Jackson Grant Investment Advisers’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	$3.33M	Buy	36,635 +1,748	+5%	+$154K	1.03%	21
2026 Q1	$2.76M	Buy	34,887 +1,539	+5%	+$127K	0.92%	23
2025 Q4	$2.75M	Buy	33,348 +308	+0.9%	+$25.2K	0.91%	24
2025 Q3	$2.66M	Buy	33,040 +5,577	+20%	+$433K	0.89%	22
2025 Q2	$2.06M	Buy	27,463 +1,816	+7%	+$126K	0.76%	24
2025 Q1	$1.74M	Buy	25,647 +5,308	+26%	+$380K	0.68%	27
2024 Q4	$1.45M	Buy	20,339 +213	+1%	+$15.3K	0.56%	32
2024 Q3	$1.41M	Buy	20,126 +7,296	+57%	+$493K	0.53%	32
2024 Q2	$851K	Buy	12,830 +28	+0.2%	+$1.79K	0.34%	43
2024 Q1	$821K	Sell	12,802 -35	-0.3%	-$2.14K	0.34%	47
2023 Q4	$750K	Buy	12,837 +32	+0.2%	+$1.75K	0.33%	50
2023 Q3	$672K	Buy	12,805 +129	+1%	+$7.05K	0.32%	51
2023 Q2	$690K	Buy	12,676 +163	+1%	+$8.41K	0.32%	50
2023 Q1	$631K	Buy	12,513 +158	+1%	+$7.8K	0.3%	54
2022 Q4	$584K	Buy	12,355 +130	+1%	+$6.18K	0.28%	55
2022 Q3	$539K	Buy	12,225 +3,296	+37%	+$161K	0.28%	54
2022 Q2	$415K	Sell	8,929 -206	-2%	-$10.4K	0.21%	66
2022 Q1	$508K	Buy	9,135 +902	+11%	+$49.5K	0.21%	63
2021 Q4	$481K	Buy	8,233 +908	+12%	+$51.4K	0.25%	55
2021 Q3	$388K	Sell	7,325 -18	-0.2%	-$979	0.17%	77
2021 Q2	$389K	Sell	7,343 -43	-0.6%	-$2.23K	0.17%	76
2021 Q1	$363K	Buy	7,386 +21	+0.3%	+$1K	0.17%	75
2020 Q4	$339K	Buy	7,365 +28	+0.4%	+$1.22K	0.17%	67
2020 Q3	$300K	Buy	7,337 +4	+0.1%	+$162	0.18%	65
2020 Q2	$277K	Sell	7,333 -70	-0.9%	-$2.5K	0.18%	65
2020 Q1	$233K	Sell	7,403 -806	-10%	-$30.3K	0.17%	67
2019 Q4	$327K	Sell	8,209 -592	-7%	-$22.6K	0.18%	69
2019 Q3	$323K	Buy	8,801 +310	+4%	+$11.4K	0.18%	66
2019 Q2	$310K	Buy	8,491 +476	+6%	+$17.1K	0.18%	65
2019 Q1	$282K	Sell	8,015 -674	-8%	-$22.8K	0.17%	66
2018 Q4	$269K	Buy	8,689 +202	+2%	+$6.75K	0.19%	67
2018 Q3	$307K	Buy	8,487 +5,999	+241%	+$213K	0.19%	65
2018 Q2	$85K	Buy	+2,488	New	+$84K	0.06%	128

Other funds holding SPTM

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Jackson Grant Investment Advisers's SPTM Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 5% in Q2 2026, buying an estimated $154K and bringing the position to 36,635 shares worth $3.33M. The position accounts for 1.03% of the portfolio, ranked #21.

Jackson Grant Investment Advisers first reported a position in SPTM in Q2 2018 and has held it in 33 quarters since. 388 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Jackson Grant Investment Advisers held 36,635 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $3.33M as of Q2 2026.
Jackson Grant Investment Advisers bought 1,748 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $154K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.03% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #21 holding.
Jackson Grant Investment Advisers first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2018 and has held it in 33 quarters since.
388 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.