Johnson Investment Counsel’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Johnson Investment Counsel’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	$223K	Buy	+2,453	New	+$216K	﹤0.01%	803
2026 Q1	–	Sell	-2,602	Closed	-$215K	–	879
2025 Q4	$215K	Hold	2,602	–	–	﹤0.01%	757
2025 Q3	$210K	Buy	+2,602	New	+$202K	﹤0.01%	793
2025 Q2	–	Sell	-3,001	Closed	-$204K	–	858
2025 Q1	$204K	Sell	3,001 -11	-0.4%	-$787	﹤0.01%	761
2024 Q4	$215K	Buy	+3,012	New	+$217K	﹤0.01%	742

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 Investment Counsel's SPTM Position: Q2 2026 in Review

Johnson Investment Counsel opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026: 2,453 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #803 among its holdings. This is a return to the name: Johnson Investment Counsel previously reported a position in SPTM as recently as Q4 2025.

Johnson Investment Counsel first reported a position in SPTM in Q4 2024 and has held it in 5 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Johnson Investment Counsel held 2,453 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $223K as of Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Johnson Investment Counsel position in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #803 holding.
Johnson Investment Counsel first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 5 quarters since.
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 Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.