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 $376B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return