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

Buckingham Strategic 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
2024
Q2 		$2.68M Sell
40,396
-443
-1% -$28.4K 0.03% 205
2024
Q1 		$2.62M Sell
40,839
-469
-1% -$28.6K 0.03% 211
2023
Q4 		$2.41M Buy
41,308
+1
+0% +$55 0.03% 212
2023
Q3 		$2.17M Buy
41,307
+2
+0% +$109 0.03% 209
2023
Q2 		$2.25M Buy
41,305
+734
+2% +$37.9K 0.03% 210
2023
Q1 		$1.92M Hold
40,571
– – 0.03% 186
2022
Q4 		$1.92M Buy
40,571
+5,298
+15% +$252K 0.03% 186
2022
Q3 		$1.56M Buy
35,273
+4,325
+14% +$212K 0.03% 199
2022
Q2 		$1.44M Buy
30,948
+24,405
+373% +$1.23M 0.03% 216
2022
Q1 		$364K Sell
6,543
-48
-0.7% -$2.63K 0.01% 425
2021
Q4 		$385K Sell
6,591
-10,206
-61% -$578K 0.01% 414
2021
Q3 		$890K Buy
16,797
+9,455
+129% +$514K 0.02% 268
2021
Q2 		$389K Buy
7,342
+793
+12% +$41K 0.01% 413
2021
Q1 		$322K Sell
6,549
-3,513
-35% -$168K 0.02% 420
2020
Q4 		$464K Buy
10,062
+449
+5% +$19.6K 0.02% 329
2020
Q3 		$393K Sell
9,613
-12,305
-56% -$498K 0.03% 307
2020
Q2 		$828K Sell
21,918
-30,457
-58% -$1.09M 0.08% 164
2020
Q1 		$1.65M Buy
+52,375
New +$1.97M 0.16% 108

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

Buckingham Strategic Wealth's SPTM Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.1% in Q2 2024, selling an estimated $28.4K and leaving 40,396 shares worth $2.68M. The position accounts for 0.03% of the portfolio, ranked #205.

Buckingham Strategic Wealth first reported a position in SPTM in Q1 2020 and has held it in 18 quarters since. 564 funds tracked by Wall St. Rank hold SPTM as of Q2 2024.

  • Buckingham Strategic Wealth held 40,396 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.68M as of Q2 2024.
  • Buckingham Strategic Wealth sold 443 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2024, an estimated $28.4K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.03% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #205 holding.
  • Buckingham Strategic Wealth first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2020 and has held it in 18 quarters since.
  • 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 Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.