Wilson & Boucher Capital Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Wilson & Boucher Capital 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 Q1	$379K	Hold	4,800	–	–	0.25%	82
2025 Q4	$396K	Hold	4,800	–	–	0.26%	80
2025 Q3	$387K	Hold	4,800	–	–	0.25%	83
2025 Q2	$359K	Hold	4,800	–	–	0.25%	88
2025 Q1	$326K	Hold	4,800	–	–	0.24%	91
2024 Q4	$343K	Hold	4,800	–	–	0.24%	89
2024 Q3	$336K	Hold	4,800	–	–	0.23%	89
2024 Q2	$318K	Hold	4,800	–	–	0.24%	89
2024 Q1	$308K	Hold	4,800	–	–	0.24%	88
2023 Q4	$281K	Hold	4,800	–	–	0.24%	89
2023 Q3	$252K	Hold	4,800	–	–	0.24%	87
2023 Q2	$261K	Hold	4,800	–	–	0.24%	89
2023 Q1	$242K	Hold	4,800	–	–	0.23%	93
2022 Q4	$227K	Hold	4,800	–	–	0.23%	92
2022 Q3	$212K	Hold	4,800	–	–	0.25%	88
2022 Q2	$223K	Buy	4,800 +100	+2%	+$5.05K	0.24%	91
2022 Q1	$261K	Hold	4,700	–	–	0.24%	92
2021 Q4	$275K	Buy	+4,700	New	+$266K	0.25%	89

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

WAP

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

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

PFA

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

Wilson & Boucher Capital Management's SPTM Position: Q1 2026 in Review

Wilson & Boucher Capital Management held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q1 2026 at 4,800 shares worth $379K. The position accounts for 0.25% of the portfolio, ranked #82.

Wilson & Boucher Capital Management first reported a position in SPTM in Q4 2021 and has held it in 18 quarters since. The position peaked at $396K in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Wilson & Boucher Capital Management held 4,800 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $379K as of Q1 2026.
Wilson & Boucher Capital Management left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.25% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #82 holding.
Wilson & Boucher Capital Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
Wilson & Boucher Capital Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $396K in Q4 2025.
743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.