Benedetti & Gucer’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Benedetti & Gucer’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 Q1	$4.2M	Sell	65,457 -246	-0.4%	-$15K	2.09%	9
2023 Q4	$3.84M	Sell	65,703 -173	-0.3%	-$9.45K	2.01%	11
2023 Q3	$3.46M	Buy	65,876 +2,662	+4%	+$145K	1.89%	10
2023 Q2	$3.44M	Sell	63,214 -4,854	-7%	-$250K	1.77%	10
2023 Q1	$3.43M	Buy	68,068 +3,053	+5%	+$151K	1.97%	9
2022 Q4	$3.08M	Hold	65,015	–	–	2.25%	5
2022 Q3	$2.87M	Hold	65,015	–	–	2.26%	6
2022 Q2	$3.27M	Sell	65,015 -328	-0.5%	-$16.6K	2.21%	10
2022 Q1	$3.63M	Sell	65,343 -4,027	-6%	-$221K	2.43%	5
2021 Q4	$4.05M	Sell	69,370 -133	-0.2%	-$7.53K	2.75%	5
2021 Q3	$3.68M	Sell	69,503 -467	-0.7%	-$25.4K	2.8%	5
2021 Q2	$227K	Buy	69,970 +4,222	+6%	+$218K	0.2%	74
2021 Q1	$3.23M	Buy	+65,748	New	+$3.14M	2.97%	4

Other funds holding SPTM

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) 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RIM

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

Benedetti & Gucer's SPTM Position: Q1 2024 in Review

Benedetti & Gucer reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.37% in Q1 2024, selling an estimated $15K and leaving 65,457 shares worth $4.2M. The position accounts for 2.09% of the portfolio, ranked #9.

Benedetti & Gucer first reported a position in SPTM in Q1 2021 and has held it in 13 quarters since. 566 funds tracked by Wall St. Rank hold SPTM as of Q1 2024.

Benedetti & Gucer held 65,457 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $4.2M as of Q1 2024.
Benedetti & Gucer sold 246 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2024, an estimated $15K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 2.09% of Benedetti & Gucer's portfolio in Q1 2024, its #9 holding.
Benedetti & Gucer first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2021 and has held it in 13 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.