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Dixon Hubard Feinour & Brown’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Dixon Hubard Feinour & Brown’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 		$676K Buy
14,546
+321
+2% +$16.2K 0.08% 174
2022
Q1 		$791K Sell
14,225
-247
-2% -$13.5K 0.08% 178
2021
Q4 		$846K Buy
+14,472
New +$819K 0.08% 167

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $21.8B AUM 28.57% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
VA
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Dixon Hubard Feinour & Brown's SPTM Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.3% in Q2 2022, buying an estimated $16.2K and bringing the position to 14,546 shares worth $676K. The position accounts for 0.08% of the portfolio, ranked #174.

Dixon Hubard Feinour & Brown first reported a position in SPTM in Q4 2021 and has held it in 3 quarters since. The position peaked at $846K in Q4 2021. 456 funds tracked by Wall St. Rank hold SPTM as of Q2 2022.

  • Dixon Hubard Feinour & Brown held 14,546 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $676K as of Q2 2022.
  • Dixon Hubard Feinour & Brown bought 321 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2022, an estimated $16.2K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.08% of Dixon Hubard Feinour & Brown's portfolio in Q2 2022, its #174 holding.
  • Dixon Hubard Feinour & Brown first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and has held it in 3 quarters since.
  • Dixon Hubard Feinour & Brown's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $846K 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 Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.