Janney Montgomery Scott
SPTM icon

Janney Montgomery Scott’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Janney Montgomery Scott’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 		$1.05M Sell
13,309
-11,591
-47% -$957K ﹤0.01% 1625
2025
Q4 		$2.05M Buy
24,900
+18,644
+298% +$1.52M ﹤0.01% 1322
2025
Q3 		$505K Sell
6,256
-3,892
-38% -$302K ﹤0.01% 2137
2025
Q2 		$760K Buy
10,148
+5,812
+134% +$403K ﹤0.01% 1771
2025
Q1 		$295K Hold
4,336
– – ﹤0.01% 2311
2024
Q4 		$310K Buy
+4,336
New +$312K ﹤0.01% 2288

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 $49B AUM 17.78% 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 $21.3B AUM 22.13% 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

Janney Montgomery Scott's SPTM Position: Q1 2026 in Review

Janney Montgomery Scott reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 47% in Q1 2026, selling an estimated $957K and leaving 13,309 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

Janney Montgomery Scott first reported a position in SPTM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.05M in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Janney Montgomery Scott held 13,309 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.05M as of Q1 2026.
  • Janney Montgomery Scott sold 11,591 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $957K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1625 holding.
  • Janney Montgomery Scott 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.
  • Janney Montgomery Scott's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.05M 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 Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.