Bank Hapoalim BM’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Bank Hapoalim BM’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
2023 Q1	–	Sell	-238,892	Closed	-$11.3M	–	170
2022 Q4	$11.3M	Hold	238,892	–	–	1.41%	25
2022 Q3	$10.5M	Hold	238,892	–	–	1.33%	24
2022 Q2	$11.1M	Hold	238,892	–	–	1.38%	25
2022 Q1	$13.3M	Buy	238,892 +38,892	+19%	+$2.13M	1.38%	26
2021 Q4	$11.7M	Hold	200,000	–	–	1.17%	28
2021 Q3	$10.6M	Buy	+200,000	New	+$10.9M	1.11%	28

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

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

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

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

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

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

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

Bank Hapoalim BM's SPTM Position: Q1 2023 in Review

Bank Hapoalim BM sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2023, closing a stake of 238,892 shares — an estimated $11.3M sold.

Bank Hapoalim BM first reported a position in SPTM in Q3 2021 and held it in 6 quarters. The position peaked at $13.3M in Q1 2022. 483 funds tracked by Wall St. Rank hold SPTM as of Q1 2023.

Bank Hapoalim BM reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2023 after selling out during the quarter.
Bank Hapoalim BM sold 238,892 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2023, an estimated $11.3M.
Bank Hapoalim BM first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2021 and held it in 6 quarters.
Bank Hapoalim BM's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $13.3M in Q1 2022.
483 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2023.

Based on Bank Hapoalim BM's 13F filing for Q1 2023, filed 25 Apr 2023.