Jaffetilchin Investment Partners’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Jaffetilchin Investment Partners’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	$31.5M	Sell	398,442 -128,977	-24%	-$10.7M	1.87%	12
2025 Q4	$43.5M	Buy	527,419 +3,485	+0.7%	+$285K	2.54%	8
2025 Q3	$42.3M	Buy	523,934 +1,826	+0.3%	+$142K	2.53%	8
2025 Q2	$39.1M	Buy	522,108 +6,140	+1%	+$426K	2.56%	8
2025 Q1	$35.1M	Sell	515,968 -4,095	-0.8%	-$293K	2.55%	7
2024 Q4	$37.1M	Buy	520,063 +21,745	+4%	+$1.56M	2.69%	8
2024 Q3	$34.9M	Sell	498,318 -24,646	-5%	-$1.66M	2.64%	7
2024 Q2	$34.7M	Buy	522,964 +8,692	+2%	+$557K	2.96%	7
2024 Q1	$33M	Buy	514,272 +80,485	+19%	+$4.91M	2.96%	7
2023 Q4	$25.4M	Buy	433,787 +162,786	+60%	+$8.89M	2.47%	9
2023 Q3	$14.2M	Sell	271,001 -1,283	-0.5%	-$70.1K	1.57%	15
2023 Q2	$14.8M	Buy	272,284 +30,215	+12%	+$1.56M	1.56%	14
2023 Q1	$12.2M	Buy	242,069 +122,149	+102%	+$6.03M	1.39%	14
2022 Q4	$5.67M	Sell	119,920 -122,171	-50%	-$5.8M	0.69%	37
2022 Q3	$10.7M	Sell	242,091 -1,288	-0.5%	-$63.1K	1.37%	18
2022 Q2	$11.3M	Sell	243,379 -8,248	-3%	-$416K	1.34%	17
2022 Q1	$12.2M	Buy	251,627 +49,710	+25%	+$2.73M	1.43%	18
2021 Q4	$11.8M	Buy	+201,917	New	+$11.4M	1.12%	20

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAG

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 $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

Jaffetilchin Investment Partners's SPTM Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 24% in Q1 2026, selling an estimated $10.7M and leaving 398,442 shares worth $31.5M. The position accounts for 1.87% of the portfolio, ranked #12.

Jaffetilchin Investment Partners first reported a position in SPTM in Q4 2021 and has held it in 18 quarters since. The position peaked at $43.5M in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Jaffetilchin Investment Partners held 398,442 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $31.5M as of Q1 2026.
Jaffetilchin Investment Partners sold 128,977 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $10.7M.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.87% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #12 holding.
Jaffetilchin Investment Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
Jaffetilchin Investment Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $43.5M in Q4 2025.
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 Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.