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

Balboa Wealth Partners’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	$363K	Hold	4,000	–	–	0.05%	297
2026 Q1	$316K	Hold	4,000	–	–	0.05%	294
2025 Q4	$330K	Hold	4,000	–	–	0.05%	267
2025 Q3	$323K	Hold	4,000	–	–	0.06%	258
2025 Q2	$300K	Buy	+4,000	New	+$278K	0.06%	248

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

Balboa Wealth Partners's SPTM Position: Q2 2026 in Review

Balboa Wealth Partners held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 4,000 shares worth $363K. The position accounts for 0.05% of the portfolio, ranked #297.

Balboa Wealth Partners 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.

Balboa Wealth Partners held 4,000 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $363K as of Q2 2026.
Balboa Wealth Partners left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.05% of Balboa Wealth Partners's portfolio in Q2 2026, its #297 holding.
Balboa Wealth Partners 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 Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.