BCK Partners
SPTM icon

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

BCK 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
Q3 		$437K Sell
4,751
-39
-0.8% -$3.59K 0.21% 18
2026
Q2 		$435K Buy
4,790
+324
+7% +$28.5K 0.21% 19
2026
Q1 		$353K Buy
4,466
+224
+5% +$18.5K 0.19% 19
2025
Q4 		$350K Sell
4,242
-736
-15% -$60.2K 0.19% 20
2025
Q3 		$401K Sell
4,978
-61
-1% -$4.74K 0.22% 19
2025
Q2 		$377K Sell
5,039
-391
-7% -$27.1K 0.22% 20
2025
Q1 		$369K Buy
5,430
+298
+6% +$21.3K 0.23% 20
2024
Q4 		$367K Sell
5,132
-2,778
-35% -$200K 0.22% 20
2024
Q3 		$554K Buy
7,910
+153
+2% +$10.3K 0.26% 19
2024
Q2 		$515K Sell
7,757
-297
-4% -$19K 0.27% 19
2024
Q1 		$517K Sell
8,054
-31
-0.4% -$1.89K 0.28% 18
2023
Q4 		$473K Sell
8,085
-326
-4% -$17.8K 0.27% 19
2023
Q3 		$441K Buy
8,411
+157
+2% +$8.58K 0.28% 19
2023
Q2 		$449K Buy
8,254
+138
+2% +$7.12K 0.28% 19
2023
Q1 		$409K Buy
8,116
+427
+6% +$21.1K 0.27% 20
2022
Q4 		$364K Buy
7,689
+349
+5% +$16.6K 0.25% 21
2022
Q3 		$324K Buy
7,340
+181
+3% +$8.86K 0.23% 23
2022
Q2 		$333K Buy
7,159
+414
+6% +$20.9K 0.23% 17
2022
Q1 		$375K Buy
6,745
+570
+9% +$31.3K 0.23% 17
2021
Q4 		$361K Sell
6,175
-386
-6% -$21.8K 0.22% 18
2021
Q3 		$348K Buy
6,561
+39
+0.6% +$2.12K 0.22% 18
2021
Q2 		$345K Buy
6,522
+128
+2% +$6.62K 0.23% 18
2021
Q1 		$330K Sell
6,394
-711
-10% -$34K 0.24% 20
2020
Q4 		$327K Buy
+7,105
New +$310K 0.28% 16

Other funds holding SPTM

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Hughes Financial Services
Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Blueprint Investment Partners
Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

BCK Partners's SPTM Position: Q3 2026 in Review

BCK Partners reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.81% in Q3 2026, selling an estimated $3.59K and leaving 4,751 shares worth $437K. The position accounts for 0.21% of the portfolio, ranked #18.

BCK Partners first reported a position in SPTM in Q4 2020 and has held it in 24 quarters since. The position peaked at $554K in Q3 2024. 360 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • BCK Partners held 4,751 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $437K as of Q3 2026.
  • BCK Partners sold 39 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $3.59K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.21% of BCK Partners's portfolio in Q3 2026, its #18 holding.
  • BCK Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2020 and has held it in 24 quarters since.
  • BCK Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $554K in Q3 2024.
  • 360 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on BCK Partners's 13F filing for Q3 2026, filed 23 Oct 2026.