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Atlanta Financial Associates’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Atlanta Financial Associates’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
Q1 		$327K Hold
7,099
– – 0.15% 48
2020
Q4 		$327K Sell
7,099
-5,276
-43% -$230K 0.15% 49
2020
Q3 		$506K Sell
12,375
-2,500
-17% -$101K 0.26% 33
2020
Q2 		$562K Hold
14,875
– – 0.31% 30
2020
Q1 		$468K Buy
+14,875
New +$560K 0.37% 29

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FQ
First Quadrant Glendale, California $18M AUM 24.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atlanta Financial Associates's SPTM Position: Q1 2021 in Review

Atlanta Financial Associates held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q1 2021 at 7,099 shares worth $327K. The position accounts for 0.15% of the portfolio, ranked #48.

Atlanta Financial Associates first reported a position in SPTM in Q1 2020 and has held it in 5 quarters since. The position peaked at $562K in Q2 2020. 369 funds tracked by Wall St. Rank hold SPTM as of Q1 2021.

  • Atlanta Financial Associates held 7,099 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $327K as of Q1 2021.
  • Atlanta Financial Associates left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q1 2021.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.15% of Atlanta Financial Associates's portfolio in Q1 2021, its #48 holding.
  • Atlanta Financial Associates first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2020 and has held it in 5 quarters since.
  • Atlanta Financial Associates's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $562K in Q2 2020.
  • 369 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2021.

Based on Atlanta Financial Associates's 13F filing for Q1 2021, filed 19 May 2021.