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

John Overdeck’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 		$5.27M Sell
58,100
-15,800
-21% -$1.39M ﹤0.01% 2102
2026
Q1 		$5.84M Buy
73,900
+43,500
+143% +$3.59M ﹤0.01% 1835
2025
Q4 		$2.51M Sell
30,400
-118,800
-80% -$9.71M ﹤0.01% 2281
2025
Q3 		$12M Buy
149,200
+9,900
+7% +$769K 0.02% 853
2025
Q2 		$10.4M Sell
139,300
-22,700
-14% -$1.58M 0.02% 804
2025
Q1 		$11M Sell
162,000
-65,100
-29% -$4.66M 0.02% 732
2024
Q4 		$16.2M Buy
227,100
+151,000
+198% +$10.9M 0.04% 552
2024
Q3 		$5.33M Sell
76,100
-33,200
-30% -$2.24M 0.01% 1053
2024
Q2 		$7.25M Sell
109,300
-6,400
-6% -$410K 0.02% 837
2024
Q1 		$7.42M Buy
115,700
+24,600
+27% +$1.5M 0.02% 775
2023
Q4 		$5.32M Buy
91,100
+67,600
+288% +$3.69M 0.01% 957
2023
Q3 		$1.23M Buy
23,500
+8,046
+52% +$440K ﹤0.01% 1815
2023
Q2 		$841K Buy
+15,454
New +$797K ﹤0.01% 2044
2022
Q4 		– Sell
-5,800
Closed -$256K – 3065
2022
Q3 		$256K Buy
5,800
+1,400
+32% +$68.5K ﹤0.01% 2017
2022
Q2 		$205K Buy
+4,400
New +$222K ﹤0.01% 2158

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 $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

John Overdeck's SPTM Position: Q2 2026 in Review

John Overdeck reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 21% in Q2 2026, selling an estimated $1.39M and leaving 58,100 shares worth $5.27M. The position accounts for ﹤0.01% of the portfolio, ranked #2102.

John Overdeck first reported a position in SPTM in Q2 2022 and has held it in 15 quarters since. The position peaked at $16.2M in Q4 2024. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • John Overdeck held 58,100 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $5.27M as of Q2 2026.
  • John Overdeck sold 15,800 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $1.39M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2102 holding.
  • John Overdeck first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2022 and has held it in 15 quarters since.
  • John Overdeck's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $16.2M in Q4 2024.
  • 775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.