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

SJS Investment Consulting’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	–	Sell	-829	Closed	-$65.5K	–	2975
2026 Q1	$65.5K	Hold	829	–	–	0.01%	296
2025 Q4	$68.4K	Buy	+829	New	+$67.8K	0.01%	262
2022 Q1	–	Sell	-264	Closed	-$15K	–	1291
2021 Q4	$15K	Buy	+264	New	+$14.9K	﹤0.01%	315

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

SJS Investment Consulting's SPTM Position: Q2 2026 in Review

SJS Investment Consulting sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026, closing a stake of 829 shares — an estimated $65.5K sold.

SJS Investment Consulting first reported a position in SPTM in Q4 2021 and held it in 3 quarters. The position peaked at $68.4K in Q4 2025. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

SJS Investment Consulting reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2026 after selling out during the quarter.
SJS Investment Consulting sold 829 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $65.5K.
SJS Investment Consulting first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and held it in 3 quarters.
SJS Investment Consulting's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $68.4K in Q4 2025.
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 SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.