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

BOK Financial’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	$968K	Buy	10,660 +7,660	+255%	+$674K	0.01%	439
2026 Q1	$237K	Hold	3,000	–	–	﹤0.01%	659
2025 Q4	$248K	Hold	3,000	–	–	﹤0.01%	661
2025 Q3	$242K	Hold	3,000	–	–	﹤0.01%	672
2025 Q2	$225K	Hold	3,000	–	–	﹤0.01%	687
2025 Q1	$204K	Hold	3,000	–	–	﹤0.01%	703
2024 Q4	$212K	Hold	3,000	–	–	﹤0.01%	692
2024 Q3	$208K	Hold	3,000	–	–	﹤0.01%	692
2024 Q2	$199K	Hold	3,000	–	–	﹤0.01%	753
2024 Q1	$192K	Hold	3,000	–	–	﹤0.01%	726
2023 Q4	$175K	Hold	3,000	–	–	﹤0.01%	676
2023 Q3	$154K	Hold	3,000	–	–	﹤0.01%	662
2023 Q2	$163K	Hold	3,000	–	–	﹤0.01%	663
2023 Q1	$151K	Sell	3,000 -18,032	-86%	-$890K	﹤0.01%	699
2022 Q4	$995K	Hold	21,032	–	–	0.02%	513
2022 Q3	$928K	Buy	21,032 +4,948	+31%	+$242K	0.02%	516
2022 Q2	$748K	Hold	16,084	–	–	0.01%	597
2022 Q1	$894K	Hold	16,084	–	–	0.01%	603
2021 Q4	$940K	Hold	16,084	–	–	0.01%	595
2021 Q3	$852K	Buy	+16,084	New	+$875K	0.01%	612
2021 Q1	$781K	Sell	15,875 -977	-6%	-$46.7K	0.01%	613
2020 Q4	$777K	Buy	16,852 +635	+4%	+$27.7K	0.01%	576
2020 Q3	$663K	Sell	16,217 -1,841	-10%	-$74.6K	0.01%	553
2020 Q2	$683K	Buy	18,058 +2,000	+12%	+$71.5K	0.02%	539
2020 Q1	$505K	Hold	16,058	–	–	0.01%	574
2019 Q4	$640K	Hold	16,058	–	–	0.01%	637
2019 Q3	$590K	Hold	16,058	–	–	0.01%	632
2019 Q2	$585K	Buy	16,058 +489	+3%	+$17.5K	0.01%	629
2019 Q1	$547K	Sell	15,569 -280	-2%	-$9.48K	0.01%	647
2018 Q4	$490K	Buy	15,849 +2,002	+14%	+$66.9K	0.01%	621
2018 Q3	$501K	Buy	13,847 +6,527	+89%	+$232K	0.01%	681
2018 Q2	$249K	Hold	7,320	–	–	0.01%	835
2018 Q1	$240K	Buy	+7,320	New	+$248K	0.01%	821
2017 Q4	–	Sell	-3,000	Closed	-$94K	–	1103
2017 Q3	$94K	Buy	+3,000	New	+$91.8K	﹤0.01%	936

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

BOK Financial's SPTM Position: Q2 2026 in Review

BOK Financial increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 255% in Q2 2026, buying an estimated $674K and bringing the position to 10,660 shares worth $968K. The position accounts for 0.01% of the portfolio, ranked #439.

BOK Financial first reported a position in SPTM in Q3 2017 and has held it in 34 quarters since. The position peaked at $995K in Q4 2022. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

BOK Financial held 10,660 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $968K as of Q2 2026.
BOK Financial bought 7,660 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $674K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of BOK Financial's portfolio in Q2 2026, its #439 holding.
BOK Financial first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2017 and has held it in 34 quarters since.
BOK Financial's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $995K in Q4 2022.
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 BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.