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

Ballentine 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	$1.54M	Buy	+16,992	New	+$1.5M	0.02%	277

Other funds holding SPTM

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

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Ballentine Partners's SPTM Position: Q2 2026 in Review

Ballentine Partners opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026: 16,992 shares worth $1.54M. The stake represents 0.02% of the portfolio and ranks #277 among its holdings.

153 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Ballentine Partners held 16,992 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.54M as of Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Ballentine Partners position in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of Ballentine Partners's portfolio in Q2 2026, its #277 holding.
153 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.