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Connecticut Wealth Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Connecticut Wealth Management’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
Q4 		– Sell
-6,023
Closed -$316K – 327
2023
Q3 		$316K Buy
+6,023
New +$329K 0.02% 220

Other funds holding SPTM

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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
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
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Connecticut Wealth Management's SPTM Position: Q4 2023 in Review

Connecticut Wealth Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2023, closing a stake of 6,023 shares — an estimated $316K sold.

Connecticut Wealth Management first reported a position in SPTM in Q3 2023 and held it in 1 quarter. The position peaked at $316K in Q3 2023. 555 funds tracked by Wall St. Rank hold SPTM as of Q4 2023.

  • Connecticut Wealth Management reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q4 2023 after selling out during the quarter.
  • Connecticut Wealth Management sold 6,023 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2023, an estimated $316K.
  • Connecticut Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2023 and held it in 1 quarter.
  • Connecticut Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $316K in Q3 2023.
  • 555 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2023.

Based on Connecticut Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.