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

Copperwynd Financial’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	-17,491	Closed	-$1.02M	–	127
2021 Q4	$1.02M	Buy	+17,491	New	+$990K	0.39%	37
2020 Q1	–	Sell	-25,385	Closed	-$1.01M	–	108
2019 Q4	$1.01M	Buy	25,385 +2,131	+9%	+$81.2K	0.54%	34
2019 Q3	$886K	Sell	23,254 -1,374	-6%	-$50.4K	0.5%	32
2019 Q2	$898K	Sell	24,628 -27	-0.1%	-$967	0.52%	30
2019 Q1	$867K	Buy	+24,655	New	+$834K	0.52%	31

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

Copperwynd Financial's SPTM Position: Q1 2022 in Review

Copperwynd Financial sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2022, closing a stake of 17,491 shares — an estimated $1.02M sold.

Copperwynd Financial first reported a position in SPTM in Q1 2019 and held it in 5 quarters. The position peaked at $1.02M in Q4 2021. 464 funds tracked by Wall St. Rank hold SPTM as of Q1 2022.

Copperwynd Financial 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.
Copperwynd Financial sold 17,491 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2022, an estimated $1.02M.
Copperwynd Financial first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2019 and held it in 5 quarters.
Copperwynd Financial's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.02M 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 Copperwynd Financial's 13F filing for Q1 2022, filed 21 Apr 2022.