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

Atria Investments’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 		$8.11M Buy
89,364
+8,471
+10% +$745K 0.08% 262
2026
Q1 		$6.4M Sell
80,893
-2,330
-3% -$192K 0.07% 303
2025
Q4 		$6.87M Sell
83,223
-2,587
-3% -$212K 0.08% 284
2025
Q3 		$6.92M Sell
85,810
-13,170
-13% -$1.02M 0.08% 280
2025
Q2 		$7.41M Sell
98,980
-9,448
-9% -$656K 0.09% 266
2025
Q1 		$7.37M Buy
108,428
+3,363
+3% +$241K 0.09% 249
2024
Q4 		$7.5M Buy
105,065
+22,621
+27% +$1.63M 0.09% 245
2024
Q3 		$5.78M Buy
82,444
+38,677
+88% +$2.61M 0.07% 314
2024
Q2 		$2.9M Sell
43,767
-333
-0.8% -$21.3K 0.04% 514
2024
Q1 		$2.83M Sell
44,100
-51,546
-54% -$3.15M 0.04% 525
2023
Q4 		$5.59M Buy
95,646
+713
+0.8% +$38.9K 0.09% 269
2023
Q3 		$4.98M Sell
94,933
-1,488
-2% -$81.3K 0.09% 286
2023
Q2 		$5.25M Buy
96,421
+50
+0.1% +$2.58K 0.09% 254
2023
Q1 		$4.86M Buy
96,371
+48,154
+100% +$2.38M 0.09% 271
2022
Q4 		$2.28M Sell
48,217
-54,618
-53% -$2.59M 0.05% 467
2022
Q3 		$4.54M Buy
102,835
+19,566
+23% +$958K 0.1% 247
2022
Q2 		$3.87M Sell
83,269
-20,255
-20% -$1.02M 0.08% 303
2022
Q1 		$5.75M Buy
103,524
+7,287
+8% +$400K 0.1% 239
2021
Q4 		$5.63M Buy
96,237
+13,932
+17% +$788K 0.1% 251
2021
Q3 		$4.36M Buy
82,305
+4,196
+5% +$228K 0.08% 298
2021
Q2 		$4.14M Buy
78,109
+18,489
+31% +$957K 0.08% 277
2021
Q1 		$2.93M Buy
59,620
+641
+1% +$30.7K 0.06% 348
2020
Q4 		$2.72M Buy
+58,979
New +$2.57M 0.07% 326

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Investments's SPTM Position: Q2 2026 in Review

Atria Investments increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 10% in Q2 2026, buying an estimated $745K and bringing the position to 89,364 shares worth $8.11M. The position accounts for 0.08% of the portfolio, ranked #262.

Atria Investments first reported a position in SPTM in Q4 2020 and has held it in 23 quarters since. 782 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Atria Investments held 89,364 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $8.11M as of Q2 2026.
  • Atria Investments bought 8,471 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $745K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.08% of Atria Investments's portfolio in Q2 2026, its #262 holding.
  • Atria Investments first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 782 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.