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JFS Wealth Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

JFS Wealth Advisors’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 		$2.11M Sell
23,263
-49
-0.2% -$4.31K 0.11% 113
2026
Q1 		$1.84M Buy
23,312
+16
+0.1% +$1.32K 0.1% 114
2025
Q4 		$1.92M Buy
23,296
+12
+0.1% +$981 0.11% 111
2025
Q3 		$1.88M Sell
23,284
-570
-2% -$44.3K 0.11% 112
2025
Q2 		$1.79M Sell
23,854
-94
-0.4% -$6.52K 0.11% 108
2025
Q1 		$1.63M Sell
23,948
-780
-3% -$55.8K 0.11% 110
2024
Q4 		$1.77M Buy
24,728
+45
+0.2% +$3.24K 0.12% 100
2024
Q3 		$1.73M Buy
24,683
+1,140
+5% +$77K 0.12% 105
2024
Q2 		$1.56M Buy
23,543
+236
+1% +$15.1K 0.12% 92
2024
Q1 		$1.5M Buy
23,307
+78
+0.3% +$4.76K 0.12% 93
2023
Q4 		$1.36M Sell
23,229
-2,684
-10% -$147K 0.12% 96
2023
Q3 		$1.36M Sell
25,913
-395
-2% -$21.6K 0.13% 96
2023
Q2 		$1.43M Buy
26,308
+17
+0.1% +$877 0.13% 97
2023
Q1 		$1.33M Sell
26,291
-268
-1% -$13.2K 0.13% 97
2022
Q4 		$1.26M Sell
26,559
-2,659
-9% -$126K 0.12% 97
2022
Q3 		$1.29M Sell
29,218
-2,538
-8% -$124K 0.14% 94
2022
Q2 		$1.48M Sell
31,756
-208
-0.7% -$10.5K 0.16% 86
2022
Q1 		$1.78M Buy
31,964
+433
+1% +$23.7K 0.17% 90
2021
Q4 		$1.84M Buy
31,531
+2,048
+7% +$116K 0.17% 90
2021
Q3 		$1.56M Sell
29,483
-184
-0.6% -$10K 0.16% 92
2021
Q2 		$1.57M Sell
29,667
-2,140
-7% -$111K 0.23% 68
2021
Q1 		$1.56M Buy
31,807
+125
+0.4% +$5.98K 0.32% 61
2020
Q4 		$1.46M Sell
31,682
-671
-2% -$29.2K 0.31% 65
2020
Q3 		$1.32M Sell
32,353
-469
-1% -$19K 0.31% 60
2020
Q2 		$1.24M Buy
32,822
+2,739
+9% +$98K 0.32% 61
2020
Q1 		$946K Buy
30,083
+2,353
+8% +$88.5K 0.28% 61
2019
Q4 		$1.1M Buy
27,730
+155
+0.6% +$5.91K 0.27% 70
2019
Q3 		$1.01M Buy
27,575
+215
+0.8% +$7.88K 0.26% 73
2019
Q2 		$998K Sell
27,360
-1,010
-4% -$36.2K 0.25% 72
2019
Q1 		$998K Sell
28,370
-13,017
-31% -$441K 0.26% 71
2018
Q4 		$1.28M Buy
41,387
+20,450
+98% +$683K 0.34% 60
2018
Q3 		$758K Buy
20,937
+277
+1% +$9.86K 0.2% 74
2018
Q2 		$702K Buy
20,660
+1,411
+7% +$47.6K 0.18% 78
2018
Q1 		$632K Buy
19,249
+10,097
+110% +$342K 0.17% 80
2017
Q4 		$304K Buy
+9,152
New +$296K 0.07% 109

Other funds holding SPTM

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
KFP
Keener Financial Planning Keller, Texas $280M AUM 25.41% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

JFS Wealth Advisors's SPTM Position: Q2 2026 in Review

JFS Wealth Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.21% in Q2 2026, selling an estimated $4.31K and leaving 23,263 shares worth $2.11M. The position accounts for 0.11% of the portfolio, ranked #113.

JFS Wealth Advisors first reported a position in SPTM in Q4 2017 and has held it in 35 quarters since. 389 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • JFS Wealth Advisors held 23,263 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.11M as of Q2 2026.
  • JFS Wealth Advisors sold 49 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $4.31K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.11% of JFS Wealth Advisors's portfolio in Q2 2026, its #113 holding.
  • JFS Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2017 and has held it in 35 quarters since.
  • 389 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.