Beaumont Financial Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Beaumont Financial 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	$368K	Hold	4,049	–	–	0.02%	281
2026 Q1	$320K	Sell	4,049 -661	-14%	-$54.6K	0.02%	284
2025 Q4	$389K	Buy	4,710 +13	+0.3%	+$1.06K	0.03%	264
2025 Q3	$379K	Hold	4,697	–	–	0.03%	281
2025 Q2	$352K	Hold	4,697	–	–	0.03%	271
2025 Q1	$319K	Hold	4,697	–	–	0.03%	277
2024 Q4	$336K	Hold	4,697	–	–	0.03%	275
2024 Q3	$329K	Hold	4,697	–	–	0.03%	262
2024 Q2	$312K	Hold	4,697	–	–	0.02%	270
2024 Q1	$301K	Hold	4,697	–	–	0.02%	275
2023 Q4	$275K	Hold	4,697	–	–	0.03%	281
2023 Q3	$247K	Hold	4,697	–	–	0.02%	278
2023 Q2	$256K	Hold	4,697	–	–	0.02%	286
2023 Q1	$237K	Hold	4,697	–	–	0.02%	281
2022 Q4	$222K	Hold	4,697	–	–	0.02%	293
2022 Q3	$207K	Hold	4,697	–	–	0.02%	289
2022 Q2	$218K	Hold	4,697	–	–	0.02%	282
2022 Q1	$261K	Hold	4,697	–	–	0.02%	303
2021 Q4	$275K	Hold	4,697	–	–	0.02%	288
2021 Q3	$249K	Buy	+4,697	New	+$256K	0.02%	301

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

Beaumont Financial Advisors's SPTM Position: Q2 2026 in Review

Beaumont Financial Advisors held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 4,049 shares worth $368K. The position accounts for 0.02% of the portfolio, ranked #281.

Beaumont Financial Advisors first reported a position in SPTM in Q3 2021 and has held it in 20 quarters since. The position peaked at $389K in Q4 2025. 777 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Beaumont Financial Advisors held 4,049 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $368K as of Q2 2026.
Beaumont Financial Advisors 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 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #281 holding.
Beaumont Financial Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2021 and has held it in 20 quarters since.
Beaumont Financial Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $389K in Q4 2025.
777 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.