American Portfolios Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

American Portfolios Advisors’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
2022 Q3	$848K	Sell	19,228 -934	-5%	-$45.7K	0.04%	480
2022 Q2	$937K	Sell	20,162 -504	-2%	-$25.4K	0.04%	447
2022 Q1	$1.15M	Buy	20,666 +1,225	+6%	+$67.2K	0.04%	443
2021 Q4	$1.14M	Buy	19,441 +2,320	+14%	+$131K	0.04%	451
2021 Q3	$907K	Sell	17,121 -37,526	-69%	-$2.04M	0.03%	496
2021 Q2	$2.89M	Buy	54,647 +39,357	+257%	+$2.04M	0.11%	185
2021 Q1	$752K	Buy	15,290 +5,183	+51%	+$248K	0.03%	503
2020 Q4	$466K	Sell	10,107 -21,985	-69%	-$958K	0.02%	582
2020 Q3	$1.31M	Sell	32,092 -46	-0.1%	-$1.86K	0.08%	237
2020 Q2	$1.21M	Buy	32,138 +1,485	+5%	+$53.1K	0.08%	235
2020 Q1	$964K	Buy	30,653 +3,994	+15%	+$150K	0.08%	229
2019 Q4	$1.06M	Buy	26,659 +25,077	+1,585%	+$956K	0.08%	252
2019 Q3	$58.1K	Sell	1,582 -126,335	-99%	-$4.63M	﹤0.01%	1218
2019 Q2	$4.66M	Buy	127,917 +126,335	+7,986%	+$4.53M	0.39%	50
2019 Q1	$55.7K	Buy	1,582 +112	+8%	+$3.79K	0.01%	1148
2018 Q4	$45.4K	Hold	1,470	–	–	0.01%	1053
2018 Q3	$53.2K	Hold	1,470	–	–	0.01%	1080
2018 Q2	$50K	Hold	1,470	–	–	0.01%	1069
2018 Q1	$48.2K	Hold	1,470	–	–	0.01%	1028
2017 Q4	$48.8K	Buy	+1,470	New	+$47.5K	0.01%	1006

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAP

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

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

SFP

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

American Portfolios Advisors's SPTM Position: Q3 2022 in Review

American Portfolios Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 4.6% in Q3 2022, selling an estimated $45.7K and leaving 19,228 shares worth $848K. The position accounts for 0.04% of the portfolio, ranked #480.

American Portfolios Advisors first reported a position in SPTM in Q4 2017 and has held it in 20 quarters since. The position peaked at $4.66M in Q2 2019. 447 funds tracked by Wall St. Rank hold SPTM as of Q3 2022.

American Portfolios Advisors held 19,228 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $848K as of Q3 2022.
American Portfolios Advisors sold 934 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2022, an estimated $45.7K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.04% of American Portfolios Advisors's portfolio in Q3 2022, its #480 holding.
American Portfolios Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $4.66M in Q2 2019.
447 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.