JBA
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Johnson Bixby & Associates’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Johnson Bixby & Associates’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 		$334K Hold
4,223
– – 0.04% 96
2025
Q4 		$348K Sell
4,223
-42
-1% -$3.43K 0.04% 89
2025
Q3 		$344K Hold
4,265
– – 0.04% 92
2025
Q2 		$319K Sell
4,265
-543
-11% -$37.7K 0.04% 92
2025
Q1 		$327K Buy
4,808
+245
+5% +$17.5K 0.05% 89
2024
Q4 		$326K Sell
4,563
-119
-3% -$8.56K 0.05% 84
2024
Q3 		$328K Sell
4,682
-375
-7% -$25.3K 0.05% 84
2024
Q2 		$336K Sell
5,057
-30
-0.6% -$1.92K 0.06% 83
2024
Q1 		$326K Buy
+5,087
New +$310K 0.06% 87

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $376B 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 $38B 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 $32.1B 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