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

BerganKDV Wealth Management’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 Q2	–	Sell	-1,162	Closed	-$58.6K	–	1054
2023 Q1	$58.6K	Buy	+1,162	New	+$57.4K	0.01%	376

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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

RIM

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BerganKDV Wealth Management's SPTM Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2023, closing a stake of 1,162 shares — an estimated $58.6K sold.

BerganKDV Wealth Management first reported a position in SPTM in Q1 2023 and held it in 1 quarter. The position peaked at $58.6K in Q1 2023. 504 funds tracked by Wall St. Rank hold SPTM as of Q2 2023.

BerganKDV Wealth Management reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 1,162 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2023, an estimated $58.6K.
BerganKDV Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2023 and held it in 1 quarter.
BerganKDV Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $58.6K in Q1 2023.
504 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.