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

Attessa Capital’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 Q3	$407K	Hold	4,423	–	–	0.17%	30
2026 Q2	$402K	Hold	4,423	–	–	0.18%	31
2026 Q1	$350K	Sell	4,423 -758	-15%	-$62.6K	0.19%	29
2025 Q4	$427K	Sell	5,181 -50	-1%	-$4.09K	0.23%	24
2025 Q3	$422K	Hold	5,231	–	–	0.25%	23
2025 Q2	$392K	Hold	5,231	–	–	0.25%	26
2025 Q1	$356K	Hold	5,231	–	–	0.23%	27
2024 Q4	$374K	Buy	+5,231	New	+$376K	0.25%	30

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

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

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

PFA

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Keener Financial Planning Keller, Texas $283M AUM 17.22% 1-Year Est. Return

Attessa Capital's SPTM Position: Q3 2026 in Review

Attessa Capital held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q3 2026 at 4,423 shares worth $407K. The position accounts for 0.17% of the portfolio, ranked #30.

Attessa Capital first reported a position in SPTM in Q4 2024 and has held it in 8 quarters since. The position peaked at $427K in Q4 2025. 534 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Attessa Capital held 4,423 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $407K as of Q3 2026.
Attessa Capital left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.17% of Attessa Capital's portfolio in Q3 2026, its #30 holding.
Attessa Capital first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
Attessa Capital's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $427K in Q4 2025.
534 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Attessa Capital's 13F filing for Q3 2026, filed 9 Oct 2026.