Cetera Advisor Networks’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Cetera Advisor Networks’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	$2.59M	Sell	40,351 -792	-2%	-$48.3K	0.01%	913
2023 Q4	$2.4M	Buy	41,143 +1,536	+4%	+$83.9K	0.01%	890
2023 Q3	$2.08M	Buy	39,607 +17,869	+82%	+$977K	0.01%	881
2023 Q2	$1.18M	Buy	21,738 +4,298	+25%	+$222K	0.01%	1157
2023 Q1	$879K	Sell	17,440 -122,355	-88%	-$6.04M	0.01%	1322
2022 Q4	$6.61M	Sell	139,795 -85,192	-38%	-$4.05M	0.05%	363
2022 Q3	$9.92M	Buy	224,987 +18,749	+9%	+$918K	0.12%	187
2022 Q2	$9.59M	Buy	206,238 +42,520	+26%	+$2.15M	0.12%	189
2022 Q1	$9.1M	Sell	163,718 -193,596	-54%	-$10.6M	0.11%	197
2021 Q4	$20.9M	Buy	357,314 +15,389	+5%	+$871K	0.26%	77
2021 Q3	$18.1M	Buy	341,925 +13,542	+4%	+$737K	0.25%	83
2021 Q2	$17.4M	Buy	+328,383	New	+$17M	0.25%	87
2020 Q3	–	Sell	-2,235	Closed	-$84K	–	2783
2020 Q2	$84K	Buy	+2,235	New	+$79.9K	﹤0.01%	1618
2014 Q3	–	Sell	-9,636	Closed	-$239K	–	852
2014 Q2	$239K	Hold	9,636	–	–	0.02%	688
2014 Q1	$226K	Sell	9,636 -270	-3%	-$6.26K	0.02%	668
2013 Q4	$230K	Hold	9,906	–	–	0.02%	641
2013 Q3	$209K	Buy	+9,906	New	+$208K	0.02%	616

Other funds holding SPTM

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) 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 Chicago, Illinois $374B AUM 17.66% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

Cetera Advisor Networks's SPTM Position: Q1 2024 in Review

Cetera Advisor Networks reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.9% in Q1 2024, selling an estimated $48.3K and leaving 40,351 shares worth $2.59M. The position accounts for 0.01% of the portfolio, ranked #913.

Cetera Advisor Networks first reported a position in SPTM in Q3 2013 and has held it in 17 quarters since. The position peaked at $20.9M in Q4 2021. 566 funds tracked by Wall St. Rank hold SPTM as of Q1 2024.

Cetera Advisor Networks held 40,351 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.59M as of Q1 2024.
Cetera Advisor Networks sold 792 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2024, an estimated $48.3K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #913 holding.
Cetera Advisor Networks first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2013 and has held it in 17 quarters since.
Cetera Advisor Networks's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $20.9M in Q4 2021.
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 Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.