JY
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Jeff Yass’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Jeff Yass’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 		$1.45M Sell
16,000
-36,100
-69% -$3.18M ﹤0.01% 7247
2026
Q1 		$4.12M Buy
52,100
+17,000
+48% +$1.4M ﹤0.01% 4601
2025
Q4 		$2.9M Buy
35,100
+2,900
+9% +$237K ﹤0.01% 4929
2025
Q3 		$2.6M Buy
32,200
+12,600
+64% +$979K ﹤0.01% 5250
2025
Q2 		$1.47M Buy
19,600
+15,800
+416% +$1.1M ﹤0.01% 6499
2025
Q1 		$258K Sell
3,800
-5,100
-57% -$365K ﹤0.01% 10405
2024
Q4 		$636K Sell
8,900
-1,700
-16% -$122K ﹤0.01% 8085
2024
Q3 		$743K Sell
10,600
-400
-4% -$27K ﹤0.01% 7515
2024
Q2 		$730K Sell
11,000
-114,200
-91% -$7.31M ﹤0.01% 7318
2024
Q1 		$8.03M Buy
125,200
+45,600
+57% +$2.78M ﹤0.01% 2931
2023
Q4 		$4.65M Buy
79,600
+4,400
+6% +$240K ﹤0.01% 3825
2023
Q3 		$3.95M Sell
75,200
-245,300
-77% -$13.4M ﹤0.01% 3932
2023
Q2 		$17.4M Buy
320,500
+313,400
+4,414% +$16.2M ﹤0.01% 1866
2023
Q1 		$358K Buy
+7,100
New +$351K ﹤0.01% 9318
2022
Q4 		– Sell
-4,600
Closed -$203K – 13609
2022
Q3 		$203K Sell
4,600
-10,900
-70% -$534K ﹤0.01% 10806
2022
Q2 		$720K Buy
15,500
+2,300
+17% +$116K ﹤0.01% 7351
2022
Q1 		$734K Buy
13,200
+9,400
+247% +$515K ﹤0.01% 7959
2021
Q4 		$222K Sell
3,800
-9,800
-72% -$555K ﹤0.01% 11223
2021
Q3 		$721K Sell
13,600
-119,400
-90% -$6.5M ﹤0.01% 8431
2021
Q2 		$7.04M Buy
133,000
+28,600
+27% +$1.48M ﹤0.01% 3421
2021
Q1 		$5.13M Sell
104,400
-41,100
-28% -$1.97M ﹤0.01% 3856
2020
Q4 		$6.71M Sell
145,500
-187,700
-56% -$8.18M ﹤0.01% 2998
2020
Q3 		$13.6M Buy
333,200
+299,300
+883% +$12.1M ﹤0.01% 1857
2020
Q2 		$1.28M Buy
+33,900
New +$1.21M ﹤0.01% 5360

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jeff Yass's SPTM Position: Q2 2026 in Review

Jeff Yass opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026: 3,926 shares worth $356K. The stake represents ﹤0.01% of the portfolio and ranks #10669 among its holdings. This is a return to the name: Jeff Yass previously reported a position in SPTM as recently as Q4 2025.

Jeff Yass first reported a position in SPTM in Q2 2013 and has held it in 42 quarters since. The position peaked at $12.1M in Q2 2013. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Jeff Yass held 3,926 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $356K as of Q2 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Jeff Yass position in Q2 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10669 holding.
  • Jeff Yass first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2013 and has held it in 42 quarters since.
  • Jeff Yass's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $12.1M in Q2 2013.
  • 775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.