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

Cambridge Trust’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	$30.8K	Hold	480	–	–	﹤0.01%	478
2023 Q4	$28.1K	Hold	480	–	–	﹤0.01%	478
2023 Q3	$25.2K	Hold	480	–	–	﹤0.01%	477
2023 Q2	$26.1K	Hold	480	–	–	﹤0.01%	488
2023 Q1	$24.2K	Hold	480	–	–	﹤0.01%	524
2022 Q4	$23K	Hold	480	–	–	﹤0.01%	546
2022 Q3	$21K	Hold	480	–	–	﹤0.01%	564
2022 Q2	$22K	Hold	480	–	–	﹤0.01%	591
2022 Q1	$27K	Hold	480	–	–	﹤0.01%	629
2021 Q4	$28K	Buy	+480	New	+$27.2K	﹤0.01%	632

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 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 $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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 $495B AUM 43.24% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return

Cambridge Trust's SPTM Position: Q1 2024 in Review

Cambridge Trust held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q1 2024 at 480 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Cambridge Trust first reported a position in SPTM in Q4 2021 and has held it in 10 quarters since. 566 funds tracked by Wall St. Rank hold SPTM as of Q1 2024.

Cambridge Trust held 480 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $30.8K as of Q1 2024.
Cambridge Trust left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q1 2024.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #478 holding.
Cambridge Trust first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and has held it in 10 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 Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.