PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2024 Q1	–	Sell	-522	Closed	-$30.5K	–	373
2023 Q4	$30.5K	Buy	+522	New	+$28.5K	0.02%	214

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

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

WAP

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SPTM Position: Q1 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2024, closing a stake of 522 shares — an estimated $30.5K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SPTM in Q4 2023 and held it in 1 quarter. The position peaked at $30.5K in Q4 2023. 566 funds tracked by Wall St. Rank hold SPTM as of Q1 2024.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2024 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 522 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2024, an estimated $30.5K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and held it in 1 quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $30.5K in Q4 2023.
566 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2024, filed 7 Aug 2026.