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

Girard 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
2022 Q1	–	Sell	-4,415	Closed	-$258K	–	259
2021 Q4	$258K	Buy	+4,415	New	+$250K	0.03%	209
2020 Q4	–	Sell	-37,491	Closed	-$1.53M	–	217
2020 Q3	$1.53M	Sell	37,491 -318	-0.8%	-$12.9K	0.26%	87
2020 Q2	$1.43M	Buy	37,809 +2,237	+6%	+$80K	0.26%	86
2020 Q1	$1.12M	Buy	35,572 +3,129	+10%	+$118K	0.22%	95
2019 Q4	$1.29M	Buy	32,443 +17,138	+112%	+$653K	0.21%	107
2019 Q3	$562K	Buy	+15,305	New	+$561K	0.1%	136

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

WAP

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

SFP

Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return

Girard Partners's SPTM Position: Q1 2022 in Review

Girard Partners sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2022, closing a stake of 4,415 shares — an estimated $258K sold.

Girard Partners first reported a position in SPTM in Q3 2019 and held it in 6 quarters. The position peaked at $1.53M in Q3 2020. 464 funds tracked by Wall St. Rank hold SPTM as of Q1 2022.

Girard Partners reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2022 after selling out during the quarter.
Girard Partners sold 4,415 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2022, an estimated $258K.
Girard Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2019 and held it in 6 quarters.
Girard Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.53M in Q3 2020.
464 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2022.

Based on Girard Partners's 13F filing for Q1 2022, filed 27 Apr 2022.