Atlas Private Wealth Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Atlas Private Wealth Advisors’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	$16.9M	Buy	186,239 +19,469	+12%	+$1.71M	3.7%	8
2026 Q1	$13.2M	Buy	166,770 +21,218	+15%	+$1.75M	3.1%	10
2025 Q4	$12M	Buy	145,552 +15,803	+12%	+$1.29M	2.81%	12
2025 Q3	$10.5M	Sell	129,749 -84,898	-40%	-$6.6M	2.56%	13
2025 Q2	$16.1M	Buy	214,647 +22,616	+12%	+$1.57M	2.07%	18
2025 Q1	$13.1M	Buy	192,031 +157,972	+464%	+$11.3M	1.82%	17
2024 Q4	$2.43M	Buy	+34,059	New	+$2.45M	0.35%	44

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

PAG

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atlas Private Wealth Advisors's SPTM Position: Q2 2026 in Review

Atlas Private Wealth Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 12% in Q2 2026, buying an estimated $1.71M and bringing the position to 186,239 shares worth $16.9M. The position accounts for 3.7% of the portfolio, ranked #8.

Atlas Private Wealth Advisors first reported a position in SPTM in Q4 2024 and has held it in 7 quarters since. 779 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Atlas Private Wealth Advisors held 186,239 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $16.9M as of Q2 2026.
Atlas Private Wealth Advisors bought 19,469 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $1.71M.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 3.7% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #8 holding.
Atlas Private Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
779 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.