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 Q3	$731K	Sell	7,936 -271	-3%	-$25K	0.36%	31
2026 Q2	$745K	Buy	8,207 +483	+6%	+$42.5K	0.39%	30
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%	+$10K	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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Keener Financial Planning Keller, Texas $283M AUM 17.22% 1-Year Est. Return

Jericho Financial's SPTM Position: Q3 2026 in Review

Jericho Financial reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 3.3% in Q3 2026, selling an estimated $25K and leaving 7,936 shares worth $731K. The position accounts for 0.36% of the portfolio, ranked #31.

Jericho Financial first reported a position in SPTM in Q4 2024 and has held it in 8 quarters since. The position peaked at $745K in Q2 2026. 481 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Jericho Financial held 7,936 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $731K as of Q3 2026.
Jericho Financial sold 271 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $25K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.36% of Jericho Financial's portfolio in Q3 2026, its #31 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 8 quarters since.
Jericho Financial's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $745K in Q2 2026.
481 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Jericho Financial's 13F filing for Q3 2026, filed 13 Oct 2026.