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MJP Associates’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

MJP 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 		$4.41M Sell
48,592
-530
-1% -$46.6K 0.48% 34
2026
Q1 		$3.88M Sell
49,122
-2,291
-4% -$189K 0.47% 32
2025
Q4 		$4.24M Buy
51,413
+2,116
+4% +$173K 0.53% 28
2025
Q3 		$3.98M Buy
49,297
+3,520
+8% +$274K 0.52% 26
2025
Q2 		$3.43M Buy
45,777
+1,549
+4% +$108K 0.51% 26
2025
Q1 		$3.01M Buy
44,228
+390
+0.9% +$27.9K 0.54% 28
2024
Q4 		$3.13M Buy
43,838
+548
+1% +$39.4K 0.56% 28
2024
Q3 		$3.03M Sell
43,290
-1,284
-3% -$86.7K 0.58% 27
2024
Q2 		$2.96M Buy
44,574
+469
+1% +$30K 0.62% 24
2024
Q1 		$2.83M Buy
44,105
+1,866
+4% +$114K 0.62% 26
2023
Q4 		$2.47M Sell
42,239
-424
-1% -$23.2K 0.66% 20
2023
Q3 		$2.24M Buy
42,663
+1,652
+4% +$90.3K 0.65% 21
2023
Q2 		$2.23M Buy
41,011
+4,604
+13% +$238K 0.73% 19
2023
Q1 		$1.84M Sell
36,407
-7,817
-18% -$386K 0.56% 19
2022
Q4 		$2.09M Sell
44,224
-2,934
-6% -$139K 0.61% 22
2022
Q3 		$2.08M Buy
47,158
+178
+0.4% +$8.71K 0.62% 19
2022
Q2 		$2.18M Sell
46,980
-70,977
-60% -$3.58M 0.61% 21
2022
Q1 		$6.56M Sell
117,957
-18,845
-14% -$1.03M 1.65% 17
2021
Q4 		$8.04M Buy
136,802
+2,443
+2% +$138K 2.39% 10
2021
Q3 		$7.12M Buy
134,359
+13,951
+12% +$759K 2.41% 10
2021
Q2 		$6.38M Buy
120,408
+11,793
+11% +$610K 2.14% 11
2021
Q1 		$5.34M Buy
108,615
+5,962
+6% +$285K 2.17% 9
2020
Q4 		$4.73M Buy
+102,653
New +$4.47M 1.99% 14

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

MJP Associates's SPTM Position: Q2 2026 in Review

MJP Associates reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.1% in Q2 2026, selling an estimated $46.6K and leaving 48,592 shares worth $4.41M. The position accounts for 0.48% of the portfolio, ranked #34.

MJP Associates first reported a position in SPTM in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.04M in Q4 2021. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • MJP Associates held 48,592 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $4.41M as of Q2 2026.
  • MJP Associates sold 530 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $46.6K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.48% of MJP Associates's portfolio in Q2 2026, its #34 holding.
  • MJP Associates first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • MJP Associates's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $8.04M in Q4 2021.
  • 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 MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.