GWANC
SPTM icon

Guardian Wealth Advisors (North Carolina)’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q4 		– Sell
-670
Closed -$30K – 395
2022
Q3 		$30K Sell
670
-4,701
-88% -$230K 0.01% 255
2022
Q2 		$250K Buy
5,371
+268
+5% +$13.5K 0.05% 165
2022
Q1 		$284K Hold
5,103
– – 0.12% 124
2021
Q4 		$298K Buy
+5,103
New +$289K 0.13% 122

Other funds holding SPTM

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s SPTM Position: Q4 2022 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2022, closing a stake of 670 shares — an estimated $30K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SPTM in Q4 2021 and held it in 4 quarters. The position peaked at $298K in Q4 2021. 481 funds tracked by Wall St. Rank hold SPTM as of Q4 2022.

  • Guardian Wealth Advisors (North Carolina) reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q4 2022 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 670 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2022, an estimated $30K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and held it in 4 quarters.
  • Guardian Wealth Advisors (North Carolina)'s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $298K in Q4 2021.
  • 481 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2022.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.