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

Atria Wealth Solutions’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
2025 Q2	$1.74M	Sell	23,194 -1,158	-5%	-$80.4K	0.04%	463
2025 Q1	$1.66M	Sell	24,352 -9,983	-29%	-$715K	0.02%	703
2024 Q4	$2.45M	Buy	34,335 +2,688	+8%	+$193K	0.03%	572
2024 Q3	$2.22M	Sell	31,647 -3,050	-9%	-$206K	0.02%	594
2024 Q2	$2.3M	Sell	34,697 -3,733	-10%	-$239K	0.03%	584
2024 Q1	$2.47M	Sell	38,430 -11,538	-23%	-$704K	0.03%	571
2023 Q4	$2.92M	Buy	49,968 +2,053	+4%	+$112K	0.04%	472
2023 Q3	$2.52M	Sell	47,915 -1,724	-3%	-$94.2K	0.04%	490
2023 Q2	$2.7M	Sell	49,639 -7,605	-13%	-$392K	0.04%	473
2023 Q1	$2.89M	Buy	57,244 +6,418	+13%	+$317K	0.04%	415
2022 Q4	$2.4M	Sell	50,826 -948	-2%	-$45K	0.04%	446
2022 Q3	$2.28M	Buy	51,774 +4,535	+10%	+$222K	0.04%	431
2022 Q2	$2.19M	Sell	47,239 -5,208	-10%	-$263K	0.04%	411
2022 Q1	$2.92M	Buy	+52,447	New	+$2.88M	0.05%	378

Other funds holding SPTM

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

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

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

PAG

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

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

WAP

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

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HFS

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

Atria Wealth Solutions's SPTM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 4.8% in Q2 2025, selling an estimated $80.4K and leaving 23,194 shares worth $1.74M. The position accounts for 0.04% of the portfolio, ranked #463.

Atria Wealth Solutions first reported a position in SPTM in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.92M in Q4 2023. 661 funds tracked by Wall St. Rank hold SPTM as of Q2 2025.

Atria Wealth Solutions held 23,194 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.74M as of Q2 2025.
Atria Wealth Solutions sold 1,158 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2025, an estimated $80.4K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #463 holding.
Atria Wealth Solutions first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.92M in Q4 2023.
661 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.