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

Buska 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	$298K	Hold	3,278	–	–	0.11%	62
2026 Q1	$259K	Hold	3,278	–	–	0.1%	63
2025 Q4	$270K	Hold	3,278	–	–	0.1%	61
2025 Q3	$264K	Sell	3,278 -14	-0.4%	-$1.09K	0.08%	59
2025 Q2	$247K	Buy	+3,292	New	+$228K	0.07%	60

Other funds holding SPTM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

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

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Financial Planning Fort Collins Fort Collins, Colorado $127M AUM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Ervin Investment Management Seattle, Washington $184M AUM 22.19% 1-Year Est. Return