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D. Scott Neal’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

D. Scott Neal’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
Q2 		– Sell
-33,483
Closed -$1.86M – 66
2022
Q1 		$1.86M Buy
33,483
+474
+1% +$26K 0.74% 18
2021
Q4 		$1.93M Hold
33,009
– – 0.73% 17
2021
Q3 		$1.75M Sell
33,009
-121
-0.4% -$6.58K 0.74% 16
2021
Q2 		$1.75M Hold
33,130
– – 0.8% 15
2021
Q1 		$1.63M Sell
33,130
-508
-2% -$24.3K 0.73% 14
2020
Q4 		$1.55M Sell
33,638
-292
-0.9% -$12.7K 0.76% 11
2020
Q3 		$1.39M Buy
33,930
+338
+1% +$13.7K 0.78% 9
2020
Q2 		$1.27M Sell
33,592
-120
-0.4% -$4.29K 0.8% 8
2020
Q1 		$1.06M Sell
33,712
-2,009
-6% -$75.6K 0.64% 7
2019
Q4 		$1.42M Sell
35,721
-751
-2% -$28.6K 0.69% 17
2019
Q3 		$1.34M Buy
36,472
+106
+0.3% +$3.89K 0.69% 16
2019
Q2 		$1.33M Buy
36,366
+450
+1% +$16.1K 0.72% 12
2019
Q1 		$1.26M Buy
35,916
+1,249
+4% +$42.3K 0.66% 9
2018
Q4 		$1.07M Sell
34,667
-127
-0.4% -$4.24K 0.59% 9
2018
Q3 		$1.26M Sell
34,794
-3,809
-10% -$136K 0.64% 15
2018
Q2 		$1.31M Sell
38,603
-1,832
-5% -$61.8K 0.73% 14
2018
Q1 		$1.33M Sell
40,435
-1,793
-4% -$60.7K 0.75% 15
2017
Q4 		$1.4M Buy
+42,228
New +$1.37M 0.84% 17

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

D. Scott Neal's SPTM Position: Q2 2022 in Review

D. Scott Neal sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2022, closing a stake of 33,483 shares — an estimated $1.86M sold.

D. Scott Neal first reported a position in SPTM in Q4 2017 and held it in 18 quarters. The position peaked at $1.93M in Q4 2021. 456 funds tracked by Wall St. Rank hold SPTM as of Q2 2022.

  • D. Scott Neal reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2022 after selling out during the quarter.
  • D. Scott Neal sold 33,483 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2022, an estimated $1.86M.
  • D. Scott Neal first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2017 and held it in 18 quarters.
  • D. Scott Neal's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.93M in Q4 2021.
  • 456 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2022.

Based on D. Scott Neal's 13F filing for Q2 2022, filed 11 Jul 2022.