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 $445B AUM 25.58% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WAP

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

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

AAS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SFP

Shepherd Financial Partners Winchester, Massachusetts $1.22B AUM 28.54% 1-Year Est. Return

TAIM

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

Eaton Vance Management's SPTM Position: Q3 2022 in Review

Eaton Vance Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 14% in Q3 2022, buying an estimated $30.4K and bringing the position to 4,979 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

Eaton Vance Management first reported a position in SPTM in Q1 2021 and has held it in 7 quarters since. The position peaked at $243K in Q1 2022. 446 funds tracked by Wall St. Rank hold SPTM as of Q3 2022.

Eaton Vance Management held 4,979 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $220K as of Q3 2022.
Eaton Vance Management bought 620 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2022, an estimated $30.4K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1478 holding.
Eaton Vance Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2021 and has held it in 7 quarters since.
Eaton Vance Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $243K in Q1 2022.
446 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.