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Eaton Financial Holdings’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Eaton Financial Holdings’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
Q1 		– Sell
-14,151
Closed -$669K – 69
2022
Q4 		$669K Buy
+14,151
New +$672K 0.57% 33

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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

Eaton Financial Holdings's SPTM Position: Q1 2023 in Review

Eaton Financial Holdings sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2023, closing a stake of 14,151 shares — an estimated $669K sold.

Eaton Financial Holdings first reported a position in SPTM in Q4 2022 and held it in 1 quarter. The position peaked at $669K in Q4 2022. 483 funds tracked by Wall St. Rank hold SPTM as of Q1 2023.

  • Eaton Financial Holdings reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2023 after selling out during the quarter.
  • Eaton Financial Holdings sold 14,151 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2023, an estimated $669K.
  • Eaton Financial Holdings first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2022 and held it in 1 quarter.
  • Eaton Financial Holdings's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $669K in Q4 2022.
  • 483 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2023.

Based on Eaton Financial Holdings's 13F filing for Q1 2023, filed 13 Apr 2023.