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

WJ 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
2025 Q3	–	Sell	-4,444	Closed	-$333K	–	98
2025 Q2	$333K	Sell	4,444 -226	-5%	-$15.7K	0.11%	78
2025 Q1	$318K	Sell	4,670 -4	-0.1%	-$286	0.11%	72
2024 Q4	$334K	Hold	4,674	–	–	0.12%	66
2024 Q3	$327K	Hold	4,674	–	–	0.12%	66
2024 Q2	$310K	Sell	4,674 -2	-0%	-$128	0.11%	68
2024 Q1	$300K	Hold	4,676	–	–	0.12%	66
2023 Q4	$273K	Buy	4,676 +4	+0.1%	+$218	0.12%	67
2023 Q3	$245K	Hold	4,672	–	–	0.12%	60
2023 Q2	$254K	Buy	+4,672	New	+$241K	0.12%	58
2023 Q1	–	Sell	-4,972	Closed	-$235K	–	64
2022 Q4	$235K	Sell	4,972 -2,360	-32%	-$112K	0.14%	51
2022 Q3	$323K	Buy	+7,332	New	+$359K	0.2%	43

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WJ Wealth Management's SPTM Position: Q3 2025 in Review

WJ Wealth Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2025, closing a stake of 4,444 shares — an estimated $333K sold.

WJ Wealth Management first reported a position in SPTM in Q3 2022 and held it in 11 quarters. The position peaked at $334K in Q4 2024. 674 funds tracked by Wall St. Rank hold SPTM as of Q3 2025.

WJ Wealth Management reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q3 2025 after selling out during the quarter.
WJ Wealth Management sold 4,444 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2025, an estimated $333K.
WJ Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2022 and held it in 11 quarters.
WJ Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $334K in Q4 2024.
674 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2025.

Based on WJ Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.