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

JNBA Financial 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
Q1 		$400K Buy
5,060
+2,582
+104% +$213K 0.03% 148
2025
Q4 		$204K Sell
2,478
-11
-0.4% -$899 0.02% 185
2025
Q3 		$201K Hold
2,489
– – 0.02% 181
2025
Q2 		$186K Sell
2,489
-74
-3% -$5.14K 0.02% 184
2025
Q1 		$174K Sell
2,563
-154
-6% -$11K 0.02% 184
2024
Q4 		$194K Sell
2,717
-72
-3% -$5.18K 0.02% 176
2024
Q3 		$195K Hold
2,789
– – 0.02% 185
2024
Q2 		$185K Sell
2,789
-189
-6% -$12.1K 0.02% 188
2024
Q1 		$191K Sell
2,978
-118
-4% -$7.2K 0.02% 187
2023
Q4 		$181K Sell
3,096
-581
-16% -$31.7K 0.02% 195
2023
Q3 		$193K Sell
3,677
-1,510
-29% -$82.5K 0.02% 191
2023
Q2 		$282K Sell
5,187
-225
-4% -$11.6K 0.03% 170
2023
Q1 		$273K Hold
5,412
– – 0.04% 172
2022
Q4 		$256K Sell
5,412
-369
-6% -$17.5K 0.04% 172
2022
Q3 		$255K Buy
5,781
+203
+4% +$9.94K 0.04% 169
2022
Q2 		$259K Sell
5,578
-150
-3% -$7.57K 0.04% 164
2022
Q1 		$318K Sell
5,728
-1,069
-16% -$58.6K 0.04% 156
2021
Q4 		$397K Hold
6,797
– – 0.05% 147
2021
Q3 		$360K Sell
6,797
-117
-2% -$6.37K 0.05% 147
2021
Q2 		$366K Sell
6,914
-620
-8% -$32.1K 0.05% 145
2021
Q1 		$371K Sell
7,534
-89
-1% -$4.26K 0.05% 134
2020
Q4 		$351K Sell
7,623
-118
-2% -$5.14K 0.06% 133
2020
Q3 		$317K Sell
7,741
-265
-3% -$10.7K 0.06% 120
2020
Q2 		$302K Sell
8,006
-3,184
-28% -$114K 0.06% 120
2020
Q1 		$352K Sell
11,190
-704
-6% -$26.5K 0.08% 107
2019
Q4 		$474K Sell
11,894
-4,250
-26% -$162K 0.09% 101
2019
Q3 		$593K Sell
16,144
-1,575
-9% -$57.7K 0.12% 88
2019
Q2 		$646K Sell
17,719
-504
-3% -$18.1K 0.13% 86
2019
Q1 		$641K Sell
18,223
-2,807
-13% -$95K 0.14% 82
2018
Q4 		$650K Buy
+21,030
New +$702K 0.15% 75
2018
Q3 		– Sell
-104,471
Closed -$3.55M – 684
2018
Q2 		$3.55M Sell
104,471
-29,089
-22% -$982K 0.75% 24
2018
Q1 		$4.38M Buy
133,560
+50,171
+60% +$1.7M 0.94% 20
2017
Q4 		$2.77M Buy
+83,389
New +$2.7M 0.58% 27

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 $49B AUM 17.78% 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 $21.3B AUM 22.13% 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 $651M AUM 15.34% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

JNBA Financial Advisors's SPTM Position: Q1 2026 in Review

JNBA Financial Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 104% in Q1 2026, buying an estimated $213K and bringing the position to 5,060 shares worth $400K. The position accounts for 0.03% of the portfolio, ranked #148.

JNBA Financial Advisors first reported a position in SPTM in Q4 2017 and has held it in 33 quarters since. The position peaked at $4.38M in Q1 2018. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • JNBA Financial Advisors held 5,060 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $400K as of Q1 2026.
  • JNBA Financial Advisors bought 2,582 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $213K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.03% of JNBA Financial Advisors's portfolio in Q1 2026, its #148 holding.
  • JNBA Financial 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 33 quarters since.
  • JNBA Financial Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $4.38M in Q1 2018.
  • 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 JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.