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Eudaimonia Partners’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Eudaimonia Partners’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
2021
Q2 		– Sell
-93
Closed -$5K – 1230
2021
Q1 		$5K Buy
+93
New +$4.45K ﹤0.01% 1342

Other funds holding SPTM

WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $374B AUM 17.66% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Eudaimonia Partners's SPTM Position: Q2 2021 in Review

Eudaimonia Partners sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2021, closing a stake of 93 shares — an estimated $5K sold.

Eudaimonia Partners first reported a position in SPTM in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 390 funds tracked by Wall St. Rank hold SPTM as of Q2 2021.

  • Eudaimonia Partners reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 93 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2021, an estimated $5K.
  • Eudaimonia Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2021 and held it in 1 quarter.
  • Eudaimonia Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $5K in Q1 2021.
  • 390 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.