BOSSRA
SPTM icon

B.O.S.S. Retirement Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

B.O.S.S. Retirement Advisors’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 		$72.3M Buy
796,314
+88,787
+13% +$7.81M 19.52% 1
2026
Q1 		$55.9M Buy
707,527
+142,205
+25% +$11.7M 17.05% 1
2025
Q4 		$46.6M Sell
565,322
-52,891
-9% -$4.32M 14.68% 1
2025
Q3 		$49.9M Buy
618,213
+38,245
+7% +$2.97M 11.92% 2
2025
Q2 		$43.4M Buy
+579,968
New +$40.3M 10.91% 1

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

B.O.S.S. Retirement Advisors's SPTM Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 13% in Q2 2026, buying an estimated $7.81M and bringing the position to 796,314 shares worth $72.3M. The position accounts for 19.52% of the portfolio, ranked #1.

B.O.S.S. Retirement Advisors first reported a position in SPTM in Q2 2025 and has held it in 5 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 796,314 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $72.3M as of Q2 2026.
  • B.O.S.S. Retirement Advisors bought 88,787 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $7.81M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 19.52% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #1 holding.
  • B.O.S.S. Retirement Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2025 and has held it in 5 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 B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.