Jacksonville Wealth Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Jacksonville Wealth Management’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 Q3	$2.26M	Sell	24,584 -1,146	-4%	-$106K	1.19%	19
2026 Q2	$2.34M	Sell	25,730 -464	-2%	-$40.8K	1.32%	18
2026 Q1	$2.07M	Sell	26,194 -1,365	-5%	-$113K	1.4%	16
2025 Q4	$2.27M	Sell	27,559 -2,312	-8%	-$189K	1.61%	17
2025 Q3	$2.41M	Sell	29,871 -674	-2%	-$52.4K	1.77%	16
2025 Q2	$2.29M	Sell	30,545 -18,553	-38%	-$1.29M	1.84%	16
2025 Q1	$3.34M	Buy	49,098 +894	+2%	+$64K	3.29%	8
2024 Q4	$3.44M	Buy	+48,204	New	+$3.47M	3.21%	8

Other funds holding SPTM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Jacksonville Wealth Management's SPTM Position: Q3 2026 in Review

Jacksonville Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 4.5% in Q3 2026, selling an estimated $106K and leaving 24,584 shares worth $2.26M. The position accounts for 1.19% of the portfolio, ranked #19.

Jacksonville Wealth Management first reported a position in SPTM in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.44M in Q4 2024. 400 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Jacksonville Wealth Management held 24,584 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.26M as of Q3 2026.
Jacksonville Wealth Management sold 1,146 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $106K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.19% of Jacksonville Wealth Management's portfolio in Q3 2026, its #19 holding.
Jacksonville Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
Jacksonville Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $3.44M in Q4 2024.
400 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Jacksonville Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.