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Dixon Hughes Goodman Wealth Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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 		$996K Sell
17,917
-1,043
-6% -$57.2K 0.29% 56
2021
Q4 		$1.11M Buy
+18,960
New +$1.07M 0.36% 43

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
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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
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

Dixon Hughes Goodman Wealth Advisors's SPTM Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 5.5% in Q1 2022, selling an estimated $57.2K and leaving 17,917 shares worth $996K. The position accounts for 0.29% of the portfolio, ranked #56.

Dixon Hughes Goodman Wealth Advisors first reported a position in SPTM in Q4 2021 and has held it in 2 quarters since. The position peaked at $1.11M in Q4 2021. 464 funds tracked by Wall St. Rank hold SPTM as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 17,917 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $996K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 1,043 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2022, an estimated $57.2K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.29% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #56 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.11M 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 Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.