Boston Standard Wealth Management
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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
Q3 		$32.2M Buy
349,333
+9,625
+3% +$887K 4.62% 4
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 		$24M 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 		$24M 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 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

Boston Standard Wealth Management's SPTM Position: Q3 2026 in Review

Boston Standard Wealth Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.8% in Q3 2026, buying an estimated $887K and bringing the position to 349,333 shares worth $32.2M. The position accounts for 4.62% of the portfolio, ranked #4.

Boston Standard Wealth Management first reported a position in SPTM in Q4 2017 and has held it in 35 quarters since. The position peaked at $71.7M in Q4 2019. 563 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Boston Standard Wealth Management held 349,333 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $32.2M as of Q3 2026.
  • Boston Standard Wealth Management bought 9,625 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $887K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 4.62% of Boston Standard Wealth Management's portfolio in Q3 2026, its #4 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 35 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.
  • 563 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Boston Standard Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.