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

Avid Wealth Partners’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
2024
Q2 		– Sell
-7,959
Closed -$511K – 45
2024
Q1 		$511K Sell
7,959
-6,719
-46% -$410K 0.41% 26
2023
Q4 		$858K Buy
+14,678
New +$801K 0.85% 16

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avid Wealth Partners's SPTM Position: Q2 2024 in Review

Avid Wealth Partners sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2024, closing a stake of 7,959 shares — an estimated $511K sold.

Avid Wealth Partners first reported a position in SPTM in Q4 2023 and held it in 2 quarters. The position peaked at $858K in Q4 2023. 564 funds tracked by Wall St. Rank hold SPTM as of Q2 2024.

  • Avid Wealth Partners reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2024 after selling out during the quarter.
  • Avid Wealth Partners sold 7,959 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2024, an estimated $511K.
  • Avid Wealth Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and held it in 2 quarters.
  • Avid Wealth Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $858K in Q4 2023.
  • 564 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2024.

Based on Avid Wealth Partners's 13F filing for Q2 2024, filed 19 Jul 2024.