Boston Standard Wealth Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Boston Standard Wealth Management’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	$30.9M	Buy	339,708 +3,538	+1%	+$311K	4.48%	6
2026 Q1	$26.8M	Buy	336,170 +2,923	+0.9%	+$241K	4.38%	5
2025 Q4	$27.5M	Sell	333,247 -9,164	-3%	-$749K	4.54%	5
2025 Q3	$27.6M	Buy	342,411 +860	+0.3%	+$66.8K	4.64%	5
2025 Q2	$25.6M	Sell	341,551 -19,409	-5%	-$1.35M	4.61%	5
2025 Q1	$23.9M	Buy	360,960 +12,956	+4%	+$927K	5.26%	5
2024 Q4	$24.9M	Sell	348,004 -12,690	-4%	-$913K	4.83%	5
2024 Q3	$25.3M	Sell	360,694 -266	-0.1%	-$18K	4.92%	5
2024 Q2	$23.9M	Sell	360,960 -485	-0.1%	-$31.1K	5.26%	5
2024 Q1	$23.2M	Buy	361,445 +19,827	+6%	+$1.21M	5.25%	5
2023 Q4	$17.9M	Hold	341,618	–	–	4.73%	6
2023 Q3	$17.9M	Sell	341,618 -4,862	-1%	-$266K	4.73%	6
2023 Q2	$18.9M	Buy	346,480 +4,518	+1%	+$233K	4.82%	5
2023 Q1	$17.2M	Sell	341,962 -811	-0.2%	-$40K	4.95%	5
2022 Q4	$16.2M	Buy	342,773 +10,827	+3%	+$514K	4.81%	5
2022 Q3	$14.6M	Sell	331,946 -8,942	-3%	-$438K	4.92%	5
2022 Q2	$16M	Buy	340,888 +7,213	+2%	+$364K	5.15%	5
2022 Q1	$18.5M	Sell	333,675 -5,564	-2%	-$305K	5.32%	5
2021 Q4	$19.8M	Buy	339,239 +7,373	+2%	+$417K	5.53%	5
2021 Q3	$17.6M	Sell	331,866 -16,304	-5%	-$887K	5.26%	6
2021 Q2	$18.4M	Sell	348,170 -134,386	-28%	-$6.95M	5.58%	5
2021 Q1	$23.6M	Sell	482,556 -268,498	-36%	-$12.8M	7.69%	4
2020 Q4	$34.6M	Sell	751,054 -907,935	-55%	-$39.6M	12.89%	2
2020 Q3	$67.8M	Sell	1,658,989 -163,689	-9%	-$6.63M	28.59%	1
2020 Q2	$68.9M	Buy	1,822,678 +40,252	+2%	+$1.44M	31.11%	1
2020 Q1	$53.5M	Sell	1,782,426 -15,271	-0.8%	-$575K	29.05%	1
2019 Q4	$71.7M	Buy	1,797,697 +33,972	+2%	+$1.3M	32%	1
2019 Q3	$64.8M	Buy	1,763,725 +48,029	+3%	+$1.76M	31.24%	1
2019 Q2	$63.2M	Buy	1,715,696 +72,194	+4%	+$2.59M	30.91%	1
2019 Q1	$58.5M	Buy	1,643,502 +55,115	+3%	+$1.87M	30.44%	1
2018 Q4	$49.1M	Buy	1,588,387 +27,544	+2%	+$920K	29.21%	1
2018 Q3	$56.5M	Buy	+1,560,843	New	+$55.5M	30.74%	1
2018 Q1	$43M	Buy	1,308,947 +43,606	+3%	+$1.48M	26.88%	1
2017 Q4	$42M	Buy	+1,265,341	New	+$40.9M	26.73%	1

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

Boston Standard Wealth Management's SPTM Position: Q2 2026 in Review

Boston Standard Wealth Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.1% in Q2 2026, buying an estimated $311K and bringing the position to 339,708 shares worth $30.9M. The position accounts for 4.48% of the portfolio, ranked #6.

Boston Standard Wealth Management first reported a position in SPTM in Q4 2017 and has held it in 34 quarters since. The position peaked at $71.7M in Q4 2019. 389 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Boston Standard Wealth Management held 339,708 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $30.9M as of Q2 2026.
Boston Standard Wealth Management bought 3,538 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $311K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 4.48% of Boston Standard Wealth Management's portfolio in Q2 2026, its #6 holding.
Boston Standard Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2017 and has held it in 34 quarters since.
Boston Standard Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $71.7M in Q4 2019.
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 Boston Standard Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.