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

Clear Perspectives 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
2023 Q1	$23.7K	Sell	470 -52	-10%	-$2.57K	0.01%	107
2022 Q4	$24.7K	Hold	522	–	–	0.01%	114
2022 Q3	$23K	Hold	522	–	–	0.01%	120
2022 Q2	$24K	Hold	522	–	–	0.01%	120
2022 Q1	$29K	Sell	522 -222	-30%	-$12.2K	0.01%	120
2021 Q4	$43K	Sell	744 -104	-12%	-$5.89K	0.02%	110
2021 Q3	$45K	Hold	848	–	–	0.02%	101
2021 Q2	$45K	Hold	848	–	–	0.02%	101
2021 Q1	$42K	Hold	848	–	–	0.02%	94
2020 Q4	$39K	Buy	+848	New	+$37K	0.02%	92

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

WAP

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

PAG

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

RIM

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

Clear Perspectives Financial Planning's SPTM Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 10% in Q1 2023, selling an estimated $2.57K and leaving 470 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #107.

Clear Perspectives Financial Planning first reported a position in SPTM in Q4 2020 and has held it in 10 quarters since. The position peaked at $45K in Q3 2021. 483 funds tracked by Wall St. Rank hold SPTM as of Q1 2023.

Clear Perspectives Financial Planning held 470 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $23.7K as of Q1 2023.
Clear Perspectives Financial Planning sold 52 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2023, an estimated $2.57K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #107 holding.
Clear Perspectives Financial Planning first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $45K in Q3 2021.
483 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.