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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Jim Simons's SPTM Position: Q1 2026 in Review

Jim Simons sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2026, closing a stake of 22,200 shares — an estimated $1.83M sold.

Jim Simons first reported a position in SPTM in Q2 2018 and held it in 26 quarters. The position peaked at $2.98M in Q3 2025. 744 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Jim Simons reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 22,200 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $1.83M.
Jim Simons first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2018 and held it in 26 quarters.
Jim Simons's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.98M in Q3 2025.
744 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.