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

Eaton Vance 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
2022 Q3	$220K	Buy	4,979 +620	+14%	+$30.4K	﹤0.01%	1478
2022 Q2	$203K	Sell	4,359 -10	-0.2%	-$505	﹤0.01%	1522
2022 Q1	$243K	Buy	4,369 +2,074	+90%	+$114K	﹤0.01%	1684
2021 Q4	$134K	Buy	2,295 +1,295	+130%	+$73.3K	﹤0.01%	1722
2021 Q3	$0	Hold	1,000	–	–	﹤0.01%	2613
2021 Q2	$53K	Hold	1,000	–	–	﹤0.01%	2135
2021 Q1	$49K	Buy	+1,000	New	+$47.8K	﹤0.01%	1804

Other funds holding SPTM

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return