FPCG
SPTM icon

Fort Pitt Capital Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Fort Pitt Capital Group’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
Q1 		– Sell
-1,213
Closed -$56K – 315
2020
Q4 		$56K Buy
+1,213
New +$52.9K ﹤0.01% 188

Other funds holding SPTM

AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.22B AUM 28.54% 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 $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FQ
First Quadrant Glendale, California $18M AUM 24.2% 1-Year Est. Return

Fort Pitt Capital Group's SPTM Position: Q1 2021 in Review

Fort Pitt Capital Group sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2021, closing a stake of 1,213 shares — an estimated $56K sold.

Fort Pitt Capital Group first reported a position in SPTM in Q4 2020 and held it in 1 quarter. The position peaked at $56K in Q4 2020. 368 funds tracked by Wall St. Rank hold SPTM as of Q1 2021.

  • Fort Pitt Capital Group reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2021 after selling out during the quarter.
  • Fort Pitt Capital Group sold 1,213 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2021, an estimated $56K.
  • Fort Pitt Capital Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2020 and held it in 1 quarter.
  • Fort Pitt Capital Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $56K in Q4 2020.
  • 368 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2021.

Based on Fort Pitt Capital Group's 13F filing for Q1 2021, filed 16 Apr 2021.