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

Axim Planning & Wealth’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
Q4 		– Sell
-1,185
Closed -$52K – 147
2022
Q3 		$52K Sell
1,185
-129
-10% -$6.32K 0.05% 46
2022
Q2 		$61K Buy
+1,314
New +$66.3K 0.05% 37

Other funds holding SPTM

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Axim Planning & Wealth's SPTM Position: Q4 2022 in Review

Axim Planning & Wealth sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2022, closing a stake of 1,185 shares — an estimated $52K sold.

Axim Planning & Wealth first reported a position in SPTM in Q2 2022 and held it in 2 quarters. The position peaked at $61K in Q2 2022. 481 funds tracked by Wall St. Rank hold SPTM as of Q4 2022.

  • Axim Planning & Wealth reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 1,185 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2022, an estimated $52K.
  • Axim Planning & Wealth first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $61K in Q2 2022.
  • 481 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.