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

Atwood & Palmer’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 		$212K Hold
2,298
– – 0.01% 164
2026
Q2 		$209K Hold
2,298
– – 0.01% 156
2026
Q1 		$182K Hold
2,298
– – 0.01% 160
2025
Q4 		$190K Hold
2,298
– – 0.01% 153
2025
Q3 		$185K Sell
2,298
-250
-10% -$19.4K 0.01% 157
2025
Q2 		$191K Hold
2,548
– – 0.01% 155
2025
Q1 		$173K Sell
2,548
-117
-4% -$8.38K 0.01% 156
2024
Q4 		$190K Sell
2,665
-531
-17% -$38.2K 0.01% 148
2024
Q3 		$224K Buy
3,196
+74
+2% +$5K 0.02% 141
2024
Q2 		$207K Buy
+3,122
New +$200K 0.02% 142

Other funds holding SPTM

MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

Atwood & Palmer's SPTM Position: Q3 2026 in Review

Atwood & Palmer held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q3 2026 at 2,298 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #164.

Atwood & Palmer first reported a position in SPTM in Q2 2024 and has held it in 10 quarters since. The position peaked at $224K in Q3 2024. 48 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Atwood & Palmer held 2,298 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $212K as of Q3 2026.
  • Atwood & Palmer 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 0.01% of Atwood & Palmer's portfolio in Q3 2026, its #164 holding.
  • Atwood & Palmer first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2024 and has held it in 10 quarters since.
  • Atwood & Palmer's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $224K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.