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

Jim Simons’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 		$962K Buy
+10,600
New +$933K ﹤0.01% 2326
2026
Q1 		– Sell
-22,200
Closed -$1.83M – 3657
2025
Q4 		$1.83M Sell
22,200
-14,700
-40% -$1.2M ﹤0.01% 1919
2025
Q3 		$2.98M Buy
36,900
+22,600
+158% +$1.76M ﹤0.01% 1800
2025
Q2 		$1.07M Buy
14,300
+6,700
+88% +$465K ﹤0.01% 2484
2025
Q1 		$517K Sell
7,600
-24,500
-76% -$1.75M ﹤0.01% 2733
2024
Q4 		$2.29M Buy
32,100
+18,400
+134% +$1.32M ﹤0.01% 1971
2024
Q3 		$960K Sell
13,700
-8,100
-37% -$547K ﹤0.01% 2469
2024
Q2 		$1.45M Sell
21,800
-14,100
-39% -$903K ﹤0.01% 2090
2024
Q1 		$2.3M Buy
35,900
+600
+2% +$36.6K ﹤0.01% 1940
2023
Q4 		$2.06M Buy
35,300
+16,800
+91% +$917K ﹤0.01% 1932
2023
Q3 		$971K Sell
18,500
-4,200
-19% -$230K ﹤0.01% 2320
2023
Q2 		$1.24M Buy
+22,700
New +$1.17M ﹤0.01% 2334
2023
Q1 		– Sell
-6,900
Closed -$326K – 4371
2022
Q4 		$326K Sell
6,900
-4,400
-39% -$209K ﹤0.01% 3184
2022
Q3 		$498K Buy
+11,300
New +$553K ﹤0.01% 2933
2022
Q2 		– Sell
-11,700
Closed -$650K – 4557
2022
Q1 		$650K Sell
11,700
-29,100
-71% -$1.6M ﹤0.01% 3015
2021
Q4 		$2.38M Buy
40,800
+16,300
+67% +$922K ﹤0.01% 2007
2021
Q3 		$1.3M Buy
24,500
+700
+3% +$38.1K ﹤0.01% 2403
2021
Q2 		$1.26M Buy
23,800
+3,700
+18% +$191K ﹤0.01% 2550
2021
Q1 		$989K Buy
20,100
+14,400
+253% +$689K ﹤0.01% 2614
2020
Q4 		$263K Sell
5,700
-2,100
-27% -$91.5K ﹤0.01% 3075
2020
Q3 		$319K Buy
+7,800
New +$316K ﹤0.01% 2973
2020
Q2 		– Sell
-7,300
Closed -$230K – 3750
2020
Q1 		$230K Sell
7,300
-10,100
-58% -$380K ﹤0.01% 3067
2019
Q4 		$694K Buy
+17,400
New +$663K ﹤0.01% 2778
2019
Q3 		– Sell
-10,200
Closed -$372K – 3678
2019
Q2 		$372K Buy
10,200
+3,600
+55% +$129K ﹤0.01% 3097
2019
Q1 		$232K Buy
+6,600
New +$223K ﹤0.01% 3168
2018
Q4 		– Sell
-6,800
Closed -$246K – 3599
2018
Q3 		$246K Sell
6,800
-3,400
-33% -$121K ﹤0.01% 3083
2018
Q2 		$347K Buy
+10,200
New +$344K ﹤0.01% 2931

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 $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Tidal Investments
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.53% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealthcare Advisory Partners
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
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

Jim Simons's SPTM Position: Q2 2026 in Review

Jim Simons opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026: 10,600 shares worth $962K. The stake represents ﹤0.01% of the portfolio and ranks #2326 among its holdings. This is a return to the name: Jim Simons previously reported a position in SPTM as recently as Q4 2025.

Jim Simons first reported a position in SPTM in Q2 2018 and has held it in 27 quarters since. The position peaked at $2.98M in Q3 2025. 784 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Jim Simons held 10,600 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $962K as of Q2 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Jim Simons position in Q2 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2326 holding.
  • Jim Simons first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2018 and has held it in 27 quarters since.
  • Jim Simons's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.98M in Q3 2025.
  • 784 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.