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

Patten Group’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 		$495K Sell
5,449
-882
-14% -$77.6K 0.08% 223
2026
Q1 		$501K Sell
6,331
-123
-2% -$10.2K 0.09% 197
2025
Q4 		$532K Sell
6,454
-133
-2% -$10.9K 0.1% 187
2025
Q3 		$531K Sell
6,587
-62
-0.9% -$4.82K 0.1% 178
2025
Q2 		$498K Sell
6,649
-689
-9% -$47.8K 0.11% 174
2025
Q1 		$499K Sell
7,338
-2,429
-25% -$174K 0.11% 174
2024
Q4 		$698K Buy
9,767
+443
+5% +$31.9K 0.15% 155
2024
Q3 		$653K Buy
9,324
+5
+0.1% +$338 0.15% 159
2024
Q2 		$618K Buy
9,319
+132
+1% +$8.45K 0.15% 155
2024
Q1 		$589K Buy
9,187
+111
+1% +$6.77K 0.15% 155
2023
Q4 		$530K Buy
9,076
+1,098
+14% +$60K 0.14% 155
2023
Q3 		$419K Sell
7,978
-1
-0% -$55 0.13% 167
2023
Q2 		$434K Sell
7,979
-1,125
-12% -$58K 0.06% 169
2023
Q1 		$459K Sell
9,104
-37
-0.4% -$1.83K 0.14% 160
2022
Q4 		$432K Buy
9,141
+1,183
+15% +$56.2K 0.14% 164
2022
Q3 		$357K Sell
7,958
-926
-10% -$45.3K 0.12% 175
2022
Q2 		$425K Sell
8,884
-1,264
-12% -$63.8K 0.14% 162
2022
Q1 		$564K Buy
10,148
+5,257
+107% +$288K 0.16% 153
2021
Q4 		$286K Buy
4,891
+182
+4% +$10.3K 0.08% 219
2021
Q3 		$250K Buy
+4,709
New +$256K 0.07% 225

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

Patten Group's SPTM Position: Q2 2026 in Review

Patten Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 14% in Q2 2026, selling an estimated $77.6K and leaving 5,449 shares worth $495K. The position accounts for 0.08% of the portfolio, ranked #223.

Patten Group first reported a position in SPTM in Q3 2021 and has held it in 20 quarters since. The position peaked at $698K in Q4 2024. 779 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Patten Group held 5,449 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $495K as of Q2 2026.
  • Patten Group sold 882 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $77.6K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.08% of Patten Group's portfolio in Q2 2026, its #223 holding.
  • Patten Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2021 and has held it in 20 quarters since.
  • Patten Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $698K in Q4 2024.
  • 779 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.