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 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

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 $171B AUM 24.68% 1-Year Est. Return

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Johnson Bixby & Associates's SPTM Position: Q2 2026 in Review

Johnson Bixby & Associates held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 4,223 shares worth $383K. The position accounts for 0.04% of the portfolio, ranked #94.

Johnson Bixby & Associates first reported a position in SPTM in Q1 2024 and has held it in 10 quarters since. 777 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Johnson Bixby & Associates held 4,223 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $383K as of Q2 2026.
Johnson Bixby & Associates left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.04% of Johnson Bixby & Associates's portfolio in Q2 2026, its #94 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 10 quarters since.
777 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.