Certified Advisory Corp’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Certified Advisory Corp’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 Q1	–	Sell	-24,552	Closed	-$1.44M	–	263
2021 Q4	$1.44M	Buy	24,552 +92	+0.4%	+$5.21K	0.32%	85
2021 Q3	$1.3M	Sell	24,460 -992	-4%	-$54K	0.31%	83
2021 Q2	$1.35M	Buy	25,452 +1,112	+5%	+$57.5K	0.34%	73
2021 Q1	$1.2M	Buy	+24,340	New	+$1.16M	0.31%	78
2020 Q2	$1K	Sell	34 -10	-23%	-$358	﹤0.01%	736
2020 Q1	$1K	Buy	44 +14	+47%	+$527	﹤0.01%	746
2019 Q4	$1K	Sell	30 -84	-74%	-$3.2K	﹤0.01%	776
2019 Q3	$4K	Hold	114	–	–	﹤0.01%	692
2019 Q2	$4K	Buy	+114	New	+$4.08K	﹤0.01%	708

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BFG

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SFP

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

Certified Advisory Corp's SPTM Position: Q1 2022 in Review

Certified Advisory Corp sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2022, closing a stake of 24,552 shares — an estimated $1.44M sold.

Certified Advisory Corp first reported a position in SPTM in Q2 2019 and held it in 9 quarters. The position peaked at $1.44M in Q4 2021. 464 funds tracked by Wall St. Rank hold SPTM as of Q1 2022.

Certified Advisory Corp reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2022 after selling out during the quarter.
Certified Advisory Corp sold 24,552 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2022, an estimated $1.44M.
Certified Advisory Corp first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2019 and held it in 9 quarters.
Certified Advisory Corp's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.44M in Q4 2021.
464 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2022.

Based on Certified Advisory Corp's 13F filing for Q1 2022, filed 13 May 2022.