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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
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 $377B AUM 19.32% 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 $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Patten Group's SPTM Position: Q1 2026 in Review

Patten Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.9% in Q1 2026, selling an estimated $10.2K and leaving 6,331 shares worth $501K. The position accounts for 0.09% of the portfolio, ranked #197.

Patten Group first reported a position in SPTM in Q3 2021 and has held it in 19 quarters since. The position peaked at $698K in Q4 2024. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Patten Group held 6,331 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $501K as of Q1 2026.
  • Patten Group sold 123 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $10.2K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.09% of Patten Group's portfolio in Q1 2026, its #197 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 19 quarters since.
  • Patten Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $698K in Q4 2024.
  • 743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.