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 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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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

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

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

KFP

Keener Financial Planning Keller, Texas $280M AUM 25.41% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

Atwood & Palmer's SPTM Position: Q2 2026 in Review

Atwood & Palmer held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 2,298 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #156.

Atwood & Palmer first reported a position in SPTM in Q2 2024 and has held it in 9 quarters since. The position peaked at $224K in Q3 2024. 497 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Atwood & Palmer held 2,298 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $209K as of Q2 2026.
Atwood & Palmer left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Atwood & Palmer's portfolio in Q2 2026, its #156 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 9 quarters since.
Atwood & Palmer's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $224K in Q3 2024.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.