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

LJI Wealth Management’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	$2.34M	Buy	25,721 +100	+0.4%	+$8.8K	0.33%	30
2026 Q1	$2.03M	Buy	25,621 +2,255	+10%	+$186K	0.32%	33
2025 Q4	$1.93M	Buy	23,366 +1,463	+7%	+$120K	0.29%	42
2025 Q3	$1.77M	Buy	21,903 +1,715	+8%	+$133K	0.31%	31
2025 Q2	$1.51M	Sell	20,188 -6,249	-24%	-$434K	0.26%	43
2025 Q1	$1.8M	Buy	26,437 +3,524	+15%	+$252K	0.36%	36
2024 Q4	$1.64M	Buy	22,913 +2,214	+11%	+$159K	0.32%	36
2024 Q3	$1.45M	Sell	20,699 -727	-3%	-$49.1K	0.3%	41
2024 Q2	$1.42M	Buy	+21,426	New	+$1.37M	0.31%	39
2024 Q1	–	Sell	-17,728	Closed	-$1.04M	–	169
2023 Q4	$1.04M	Buy	17,728 +74	+0.4%	+$4.04K	0.27%	44
2023 Q3	$927K	Buy	17,654 +550	+3%	+$30.1K	0.27%	45
2023 Q2	$931K	Buy	17,104 +579	+4%	+$29.9K	0.27%	43
2023 Q1	$833K	Sell	16,525 -606	-4%	-$29.9K	0.26%	43
2022 Q4	$810K	Buy	+17,131	New	+$814K	0.28%	41

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

LJI Wealth Management's SPTM Position: Q2 2026 in Review

LJI Wealth Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.39% in Q2 2026, buying an estimated $8.8K and bringing the position to 25,721 shares worth $2.34M. The position accounts for 0.33% of the portfolio, ranked #30.

LJI Wealth Management first reported a position in SPTM in Q4 2022 and has held it in 14 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

LJI Wealth Management held 25,721 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.34M as of Q2 2026.
LJI Wealth Management bought 100 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $8.8K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.33% of LJI Wealth Management's portfolio in Q2 2026, its #30 holding.
LJI Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2022 and has held it in 14 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 LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.