JSL
SPTM icon

JT Stratford LLC’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

JT Stratford LLC’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 		$6M Buy
66,065
+2,982
+5% +$262K 0.66% 33
2026
Q1 		$4.99M Sell
63,083
-13,373
-17% -$1.1M 0.63% 35
2025
Q4 		$6.31M Buy
76,456
+884
+1% +$72.3K 0.81% 26
2025
Q3 		$6.09M Buy
75,572
+1,627
+2% +$126K 0.82% 24
2025
Q2 		$5.54M Buy
73,945
+458
+0.6% +$31.8K 0.84% 23
2025
Q1 		$5M Buy
73,487
+20,746
+39% +$1.48M 0.88% 21
2024
Q4 		$3.77M Buy
52,741
+815
+2% +$58.6K 0.62% 30
2024
Q3 		$3.64M Buy
51,926
+477
+0.9% +$32.2K 0.62% 29
2024
Q2 		$3.41M Sell
51,449
-121
-0.2% -$7.75K 0.63% 31
2024
Q1 		$3.31M Sell
51,570
-2,979
-5% -$182K 0.66% 27
2023
Q4 		$3.19M Buy
54,549
+3,170
+6% +$173K 0.73% 26
2023
Q3 		$2.7M Buy
51,379
+4,482
+10% +$245K 0.7% 30
2023
Q2 		$2.55M Sell
46,897
-5,597
-11% -$289K 0.69% 33
2023
Q1 		$2.65M Sell
52,494
-7,470
-12% -$369K 0.76% 27
2022
Q4 		$2.84M Buy
59,964
+2,435
+4% +$116K 0.91% 19
2022
Q3 		$2.54M Buy
57,529
+1,597
+3% +$78.2K 0.9% 24
2022
Q2 		$2.6M Buy
55,932
+1,736
+3% +$87.6K 0.82% 28
2022
Q1 		$3.01M Sell
54,196
-11,011
-17% -$604K 0.88% 31
2021
Q4 		$3.81M Buy
65,207
+4,244
+7% +$240K 1.04% 24
2021
Q3 		$3.23M Buy
60,963
+2,279
+4% +$124K 0.99% 25
2021
Q2 		$3.11M Sell
58,684
-4,566
-7% -$236K 0.99% 22
2021
Q1 		$3.11M Buy
63,250
+130
+0.2% +$6.22K 1.1% 20
2020
Q4 		$2.91M Buy
63,120
+1,040
+2% +$45.3K 1.09% 20
2020
Q3 		$2.54M Sell
62,080
-5,925
-9% -$240K 1.09% 19
2020
Q2 		$2.57M Buy
68,005
+10,807
+19% +$387K 1.32% 17
2020
Q1 		$1.8M Buy
57,198
+2,198
+4% +$82.7K 1.1% 22
2019
Q4 		$2.19M Buy
55,000
+9,777
+22% +$373K 1% 28
2019
Q3 		$1.66M Buy
45,223
+2,110
+5% +$77.3K 0.93% 37
2019
Q2 		$1.57M Buy
43,113
+1,434
+3% +$51.4K 0.87% 36
2019
Q1 		$1.47M Buy
41,679
+2,316
+6% +$78.4K 0.84% 44
2018
Q4 		$1.22M Buy
39,363
+4,732
+14% +$158K 0.81% 46
2018
Q3 		$1.25M Buy
34,631
+5,983
+21% +$213K 0.72% 46
2018
Q2 		$974K Buy
28,648
+3,986
+16% +$135K 0.6% 48
2018
Q1 		$809K Buy
+24,662
New +$835K 0.51% 56

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JT Stratford LLC's SPTM Position: Q2 2026 in Review

JT Stratford LLC increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 4.7% in Q2 2026, buying an estimated $262K and bringing the position to 66,065 shares worth $6M. The position accounts for 0.66% of the portfolio, ranked #33.

JT Stratford LLC first reported a position in SPTM in Q1 2018 and has held it in 34 quarters since. The position peaked at $6.31M in Q4 2025. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • JT Stratford LLC held 66,065 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $6M as of Q2 2026.
  • JT Stratford LLC bought 2,982 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $262K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.66% of JT Stratford LLC's portfolio in Q2 2026, its #33 holding.
  • JT Stratford LLC first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2018 and has held it in 34 quarters since.
  • JT Stratford LLC's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $6.31M in Q4 2025.
  • 778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.