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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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Jacksonville Wealth Management's SPTM Position: Q1 2026 in Review

Jacksonville Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 5% in Q1 2026, selling an estimated $113K and leaving 26,194 shares worth $2.07M. The position accounts for 1.4% of the portfolio, ranked #16.

Jacksonville Wealth Management first reported a position in SPTM in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.44M in Q4 2024. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Jacksonville Wealth Management held 26,194 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.07M as of Q1 2026.
  • Jacksonville Wealth Management sold 1,365 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $113K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.4% of Jacksonville Wealth Management's portfolio in Q1 2026, its #16 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 6 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.
  • 743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Jacksonville Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.