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Atala Financial’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Atala Financial’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 		$212K Buy
+1,682
New +$148K 0.13% 114
2026
Q1 		– Sell
-1,710
Closed -$235K – 129
2025
Q4 		$235K Buy
+1,710
New +$140K 0.15% 111

Other funds holding SPTM

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Atala Financial's SPTM Position: Q2 2026 in Review

Atala Financial opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026: 1,682 shares worth $212K. The stake represents 0.13% of the portfolio and ranks #114 among its holdings. This is a return to the name: Atala Financial previously reported a position in SPTM as recently as Q4 2025.

Atala Financial first reported a position in SPTM in Q4 2025 and has held it in 2 quarters since. The position peaked at $235K in Q4 2025. 274 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Atala Financial held 1,682 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $212K as of Q2 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Atala Financial position in Q2 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.13% of Atala Financial's portfolio in Q2 2026, its #114 holding.
  • Atala Financial first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2025 and has held it in 2 quarters since.
  • Atala Financial's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $235K in Q4 2025.
  • 274 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.