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Freedman Financial Associates’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-1,262
Closed -$71K – 360
2022
Q1 		$71K Buy
1,262
+233
+23% +$12.8K 0.05% 152
2021
Q4 		$60K Hold
1,029
– – 0.04% 178
2021
Q3 		$55K Buy
+1,029
New +$56K 0.04% 183

Other funds holding SPTM

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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Freedman Financial Associates's SPTM Position: Q2 2022 in Review

Freedman Financial Associates sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2022, closing a stake of 1,262 shares — an estimated $71K sold.

Freedman Financial Associates first reported a position in SPTM in Q3 2021 and held it in 3 quarters. The position peaked at $71K in Q1 2022. 456 funds tracked by Wall St. Rank hold SPTM as of Q2 2022.

  • Freedman Financial Associates reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 1,262 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2022, an estimated $71K.
  • Freedman Financial Associates first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2021 and held it in 3 quarters.
  • Freedman Financial Associates's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $71K in Q1 2022.
  • 456 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.