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Journey Strategic Wealth’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Journey Strategic Wealth’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 		$383K Sell
4,841
-18
-0.4% -$1.49K 0.01% 431
2025
Q4 		$401K Sell
4,859
-85
-2% -$6.95K 0.01% 381
2025
Q3 		$399K Sell
4,944
-108
-2% -$8.39K 0.01% 359
2025
Q2 		$378K Sell
5,052
-3,496
-41% -$243K 0.01% 361
2025
Q1 		$581K Sell
8,548
-4,204
-33% -$301K 0.02% 203
2024
Q4 		$911K Sell
12,752
-12,534
-50% -$902K 0.03% 133
2024
Q3 		$1.77M Buy
+25,286
New +$1.71M 0.06% 81

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B 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 $755M AUM 20.43% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Journey Strategic Wealth's SPTM Position: Q1 2026 in Review

Journey Strategic Wealth reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.37% in Q1 2026, selling an estimated $1.49K and leaving 4,841 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #431.

Journey Strategic Wealth first reported a position in SPTM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.77M in Q3 2024. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Journey Strategic Wealth held 4,841 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $383K as of Q1 2026.
  • Journey Strategic Wealth sold 18 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $1.49K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #431 holding.
  • Journey Strategic Wealth first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2024 and has held it in 7 quarters since.
  • Journey Strategic Wealth's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.77M in Q3 2024.
  • 743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.