Ameritas Investment Company’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Ameritas Investment Company’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
2021 Q3	$249K	Buy	4,701 +2,957	+170%	+$161K	0.01%	614
2021 Q2	$226K	Sell	1,744 -106,243	-98%	-$5.5M	0.01%	657
2021 Q1	$5.31M	Buy	+107,987	New	+$5.16M	0.46%	51
2020 Q2	–	Sell	-2,022	Closed	-$62K	–	1427
2020 Q1	$62K	Buy	2,022 +1,285	+174%	+$48.3K	0.01%	630
2019 Q4	$29K	Hold	737	–	–	0.01%	644
2019 Q3	$27K	Buy	+737	New	+$27K	0.01%	837
2019 Q1	–	Sell	-7,531	Closed	-$233K	–	1687
2018 Q4	$233K	Buy	+7,531	New	+$252K	0.05%	266

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

AAS

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

WAP

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

PAG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

First Quadrant Glendale, California $18M AUM 24.2% 1-Year Est. Return

Ameritas Investment Company's SPTM Position: Q3 2021 in Review

Ameritas Investment Company increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 170% in Q3 2021, buying an estimated $161K and bringing the position to 4,701 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #614.

Ameritas Investment Company first reported a position in SPTM in Q4 2018 and has held it in 7 quarters since. The position peaked at $5.31M in Q1 2021. 397 funds tracked by Wall St. Rank hold SPTM as of Q3 2021.

Ameritas Investment Company held 4,701 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $249K as of Q3 2021.
Ameritas Investment Company bought 2,957 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2021, an estimated $161K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Ameritas Investment Company's portfolio in Q3 2021, its #614 holding.
Ameritas Investment Company first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2018 and has held it in 7 quarters since.
Ameritas Investment Company's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $5.31M in Q1 2021.
397 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.