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

Dechtman 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
2024 Q4	$296K	Buy	4,138 +14	+0.3%	+$1.01K	0.06%	53
2024 Q3	$289K	Buy	4,124 +13	+0.3%	+$878	0.06%	52
2024 Q2	$273K	Buy	4,111 +14	+0.3%	+$896	0.06%	50
2024 Q1	$263K	Buy	4,097 +14	+0.3%	+$854	0.06%	54
2023 Q4	$238K	Buy	4,083 +16	+0.4%	+$874	0.06%	49
2023 Q3	$213K	Buy	4,067 +15	+0.4%	+$820	0.06%	51
2023 Q2	$221K	Buy	+4,052	New	+$209K	0.07%	50

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

WAP

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Dechtman Wealth Management's SPTM Position: Q4 2024 in Review

Dechtman Wealth Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.34% in Q4 2024, buying an estimated $1.01K and bringing the position to 4,138 shares worth $296K. The position accounts for 0.06% of the portfolio, ranked #53.

Dechtman Wealth Management first reported a position in SPTM in Q2 2023 and has held it in 7 quarters since. 634 funds tracked by Wall St. Rank hold SPTM as of Q4 2024.

Dechtman Wealth Management held 4,138 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $296K as of Q4 2024.
Dechtman Wealth Management bought 14 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2024, an estimated $1.01K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.06% of Dechtman Wealth Management's portfolio in Q4 2024, its #53 holding.
Dechtman Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2023 and has held it in 7 quarters since.
634 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.