Creative Capital Management Investments’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Creative Capital Management Investments’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	-731	Closed	-$38.4K	–	238
2023 Q3	$38.4K	Hold	731	–	–	0.03%	97
2023 Q2	$39.8K	Hold	731	–	–	0.03%	93
2023 Q1	$36.4K	Hold	731	–	–	0.03%	108
2022 Q4	$35K	Buy	+731	New	+$34.7K	0.03%	86

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

PAG

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Creative Capital Management Investments's SPTM Position: Q4 2023 in Review

Creative Capital Management Investments sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2023, closing a stake of 731 shares — an estimated $38.4K sold.

Creative Capital Management Investments first reported a position in SPTM in Q4 2022 and held it in 4 quarters. The position peaked at $39.8K in Q2 2023. 555 funds tracked by Wall St. Rank hold SPTM as of Q4 2023.

Creative Capital Management Investments 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.
Creative Capital Management Investments sold 731 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2023, an estimated $38.4K.
Creative Capital Management Investments first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2022 and held it in 4 quarters.
Creative Capital Management Investments's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $39.8K in Q2 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 Creative Capital Management Investments's 13F filing for Q4 2023, filed 6 Feb 2024.