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

AJ Wealth Strategies’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 		$22.3M Buy
409,619
+56,631
+16% +$2.92M 1.08% 25
2023
Q1 		$17.8M Buy
352,988
+1,380
+0.4% +$68.1K 0.93% 26
2022
Q4 		$16.6M Buy
+351,608
New +$16.7M 0.87% 27

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
VA
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)
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AJ Wealth Strategies's SPTM Position: Q2 2023 in Review

AJ Wealth Strategies increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 16% in Q2 2023, buying an estimated $2.92M and bringing the position to 409,619 shares worth $22.3M. The position accounts for 1.08% of the portfolio, ranked #25.

AJ Wealth Strategies first reported a position in SPTM in Q4 2022 and has held it in 3 quarters since. 504 funds tracked by Wall St. Rank hold SPTM as of Q2 2023.

  • AJ Wealth Strategies held 409,619 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $22.3M as of Q2 2023.
  • AJ Wealth Strategies bought 56,631 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2023, an estimated $2.92M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.08% of AJ Wealth Strategies's portfolio in Q2 2023, its #25 holding.
  • AJ Wealth Strategies first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2022 and has held it in 3 quarters since.
  • 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 AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.