JF
SPTM icon

Jericho Financial’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Jericho Financial’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 		$611K Buy
7,724
+75
+1% +$6.19K 0.39% 30
2025
Q4 		$631K Sell
7,649
-1,459
-16% -$119K 0.38% 33
2025
Q3 		$735K Buy
9,108
+247
+3% +$19.2K 0.45% 32
2025
Q2 		$664K Buy
8,861
+144
+2% +$9.99K 0.44% 32
2025
Q1 		$593K Buy
8,717
+528
+6% +$37.8K 0.43% 33
2024
Q4 		$585K Buy
+8,189
New +$589K 0.42% 33

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

Jericho Financial's SPTM Position: Q1 2026 in Review

Jericho Financial increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.98% in Q1 2026, buying an estimated $6.19K and bringing the position to 7,724 shares worth $611K. The position accounts for 0.39% of the portfolio, ranked #30.

Jericho Financial first reported a position in SPTM in Q4 2024 and has held it in 6 quarters since. The position peaked at $735K in Q3 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Jericho Financial held 7,724 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $611K as of Q1 2026.
  • Jericho Financial bought 75 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $6.19K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.39% of Jericho Financial's portfolio in Q1 2026, its #30 holding.
  • Jericho Financial 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.
  • Jericho Financial's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $735K in Q3 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 Jericho Financial's 13F filing for Q1 2026, filed 29 Apr 2026.