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

Cetera Advisors’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	$2.04M	Buy	31,778 +16,205	+104%	+$989K	0.02%	808
2023 Q4	$910K	Buy	15,573 +3,867	+33%	+$211K	0.01%	817
2023 Q3	$614K	Sell	11,706 -2,724	-19%	-$149K	0.01%	954
2023 Q2	$786K	Buy	14,430 +393	+3%	+$20.3K	0.01%	823
2023 Q1	$708K	Buy	14,037 +6,923	+97%	+$342K	0.01%	835
2022 Q4	$336K	Sell	7,114 -175	-2%	-$8.31K	0.01%	1173
2022 Q3	$322K	Sell	7,289 -57	-0.8%	-$2.79K	0.01%	948
2022 Q2	$341K	Sell	7,346 -2,730	-27%	-$138K	0.01%	998
2022 Q1	$560K	Sell	10,076 -23	-0.2%	-$1.26K	0.01%	835
2021 Q4	$590K	Sell	10,099 -4,185	-29%	-$237K	0.01%	823
2021 Q3	$757K	Buy	14,284 +6,201	+77%	+$337K	0.01%	708
2021 Q2	$428K	Buy	8,083 +3,340	+70%	+$173K	0.01%	890
2021 Q1	$233K	Buy	+4,743	New	+$227K	0.01%	1078
2019 Q4	–	Sell	-16,105	Closed	-$588K	–	952
2019 Q3	$588K	Buy	16,105 +2,580	+19%	+$94.6K	0.03%	489
2019 Q2	$490K	Sell	13,525 -1,620	-11%	-$58K	0.02%	565
2019 Q1	$543K	Buy	+15,145	New	+$513K	0.03%	474

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 Advisors's SPTM Position: Q1 2024 in Review

Cetera Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 104% in Q1 2024, buying an estimated $989K and bringing the position to 31,778 shares worth $2.04M. The position accounts for 0.02% of the portfolio, ranked #808.

Cetera Advisors first reported a position in SPTM in Q1 2019 and has held it in 16 quarters since. 566 funds tracked by Wall St. Rank hold SPTM as of Q1 2024.

Cetera Advisors held 31,778 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.04M as of Q1 2024.
Cetera Advisors bought 16,205 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2024, an estimated $989K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #808 holding.
Cetera Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2019 and has held it in 16 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 Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.