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 Q3	$389K	Hold	4,223	–	–	0.04%	90
2026 Q2	$383K	Hold	4,223	–	–	0.04%	94
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

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Owl Creek Wealth Partners Denver, Colorado $355M AUM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Johnson Bixby & Associates's SPTM Position: Q3 2026 in Review

Johnson Bixby & Associates held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q3 2026 at 4,223 shares worth $389K. The position accounts for 0.04% of the portfolio, ranked #90.

Johnson Bixby & Associates first reported a position in SPTM in Q1 2024 and has held it in 11 quarters since. 188 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Johnson Bixby & Associates held 4,223 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $389K as of Q3 2026.
Johnson Bixby & Associates left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.04% of Johnson Bixby & Associates's portfolio in Q3 2026, its #90 holding.
Johnson Bixby & Associates first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2024 and has held it in 11 quarters since.
188 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Johnson Bixby & Associates's 13F filing for Q3 2026, filed 14 Oct 2026.