Butensky & Cohen Financial Security’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Butensky & Cohen Financial Security’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 Q2	–	Sell	-6,525	Closed	-$363K	–	101
2022 Q1	$363K	Sell	6,525 -139	-2%	-$7.62K	0.13%	91
2021 Q4	$390K	Buy	6,664 +374	+6%	+$21.2K	0.14%	92
2021 Q3	$333K	Buy	6,290 +362	+6%	+$19.7K	0.13%	92
2021 Q2	$314K	Buy	5,928 +57	+1%	+$2.95K	0.12%	91
2021 Q1	$289K	Buy	5,871 +121	+2%	+$5.79K	0.12%	91
2020 Q4	$265K	Buy	5,750 +306	+6%	+$13.3K	0.12%	92
2020 Q3	$223K	Buy	+5,444	New	+$220K	0.12%	91

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 $21.8B AUM 28.57% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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

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

SFP

Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Butensky & Cohen Financial Security's SPTM Position: Q2 2022 in Review

Butensky & Cohen Financial Security sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2022, closing a stake of 6,525 shares — an estimated $363K sold.

Butensky & Cohen Financial Security first reported a position in SPTM in Q3 2020 and held it in 7 quarters. The position peaked at $390K in Q4 2021. 456 funds tracked by Wall St. Rank hold SPTM as of Q2 2022.

Butensky & Cohen Financial Security reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2022 after selling out during the quarter.
Butensky & Cohen Financial Security sold 6,525 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2022, an estimated $363K.
Butensky & Cohen Financial Security first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2020 and held it in 7 quarters.
Butensky & Cohen Financial Security's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $390K in Q4 2021.
456 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2022.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2022, filed 14 Jul 2022.