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 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 Concord, California $58.2B AUM 22.78% 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

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

SPWG

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

KFP

Keener Financial Planning Keller, Texas $280M AUM 25.41% 1-Year Est. Return

AWAG

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

VAMG

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

BCK Partners's SPTM Position: Q2 2026 in Review

BCK Partners increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 7.3% in Q2 2026, buying an estimated $28.5K and bringing the position to 4,790 shares worth $435K. The position accounts for 0.21% of the portfolio, ranked #19.

BCK Partners first reported a position in SPTM in Q4 2020 and has held it in 23 quarters since. The position peaked at $554K in Q3 2024. 389 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

BCK Partners held 4,790 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $435K as of Q2 2026.
BCK Partners bought 324 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $28.5K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.21% of BCK Partners's portfolio in Q2 2026, its #19 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 23 quarters since.
BCK Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $554K in Q3 2024.
389 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on BCK Partners's 13F filing for Q2 2026, filed 20 Jul 2026.