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 Q3	$302K	Hold	3,278	–	–	0.1%	59
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

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Buska Wealth Management's SPTM Position: Q3 2026 in Review

Buska Wealth Management held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q3 2026 at 3,278 shares worth $302K. The position accounts for 0.1% of the portfolio, ranked #59.

Buska Wealth Management first reported a position in SPTM in Q2 2025 and has held it in 6 quarters since. 61 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Buska Wealth Management held 3,278 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $302K as of Q3 2026.
Buska Wealth Management left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.1% of Buska Wealth Management's portfolio in Q3 2026, its #59 holding.
Buska Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2025 and has held it in 6 quarters since.
61 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Buska Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.