BOLTON SECURITIES CORPORATION’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

BOLTON SECURITIES CORPORATION’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	$511K	Buy	+6,463	New	+$534K	0.02%	539
2025 Q3	$521K	Buy	+6,463	New	+$502K	0.02%	503
2025 Q1	$440K	Buy	+6,463	New	+$463K	0.03%	512

Other funds holding SPTM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.53% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

PFA

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

BOLTON SECURITIES CORPORATION's SPTM Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2026: 6,463 shares worth $511K. The stake represents 0.02% of the portfolio and ranks #539 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in SPTM as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in SPTM in Q1 2025 and has held it in 3 quarters since. The position peaked at $521K in Q3 2025. 754 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

BOLTON SECURITIES CORPORATION held 6,463 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $511K as of Q1 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #539 holding.
BOLTON SECURITIES CORPORATION first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2025 and has held it in 3 quarters since.
BOLTON SECURITIES CORPORATION's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $521K in Q3 2025.
754 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.