Accel Wealth Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Accel Wealth Management’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
2023 Q2	–	Sell	-250	Closed	-$12.6K	–	762
2023 Q1	$12.6K	Hold	250	–	–	0.01%	830
2022 Q4	$11.8K	Hold	250	–	–	0.01%	672
2022 Q3	$12K	Hold	250	–	–	0.01%	701
2022 Q2	$12K	Hold	250	–	–	0.01%	674
2022 Q1	$14K	Hold	250	–	–	0.01%	647
2021 Q4	$15K	Hold	250	–	–	0.01%	627
2021 Q3	$13K	Hold	250	–	–	0.01%	591
2021 Q2	$13K	Hold	250	–	–	0.01%	650
2021 Q1	$12K	Hold	250	–	–	0.01%	627
2020 Q4	$12K	Buy	+250	New	+$10.9K	0.01%	592

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SFP

Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Accel Wealth Management's SPTM Position: Q2 2023 in Review

Accel Wealth Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2023, closing a stake of 250 shares — an estimated $12.6K sold.

Accel Wealth Management first reported a position in SPTM in Q4 2020 and held it in 10 quarters. The position peaked at $15K in Q4 2021. 504 funds tracked by Wall St. Rank hold SPTM as of Q2 2023.

Accel Wealth Management reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 250 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2023, an estimated $12.6K.
Accel Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $15K in Q4 2021.
504 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.