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Center for Financial Planning’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Center for Financial Planning’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
Q4 		– Sell
-114
Closed -$5K – 652
2022
Q3 		$5K Buy
+114
New +$5.58K ﹤0.01% 431

Other funds holding SPTM

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Center for Financial Planning's SPTM Position: Q4 2022 in Review

Center for Financial Planning sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2022, closing a stake of 114 shares — an estimated $5K sold.

Center for Financial Planning first reported a position in SPTM in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 481 funds tracked by Wall St. Rank hold SPTM as of Q4 2022.

  • Center for Financial Planning reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 114 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2022, an estimated $5K.
  • Center for Financial Planning first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $5K in Q3 2022.
  • 481 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.