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

Hayden Royal’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 Q4	$410K	Hold	7,014	–	–	0.96%	23
2021 Q3	$372K	Sell	7,014 -14,121	-67%	-$768K	0.61%	40
2021 Q2	$1.12M	Sell	21,135 -5,674	-21%	-$294K	0.62%	38
2021 Q1	$1.32M	Buy	+26,809	New	+$1.28M	0.76%	30
2020 Q4	–	Sell	-30,829	Closed	-$1.26M	–	549
2020 Q3	$1.26M	Buy	+30,829	New	+$1.25M	0.67%	37
2020 Q2	–	Sell	-27,963	Closed	-$879K	–	250
2020 Q1	$879K	Sell	27,963 -42,138	-60%	-$1.59M	0.52%	47
2019 Q4	$2.91M	Buy	70,101 +51,161	+270%	+$1.95M	1.48%	13
2019 Q3	$696K	Buy	+18,940	New	+$694K	0.61%	55

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

PAG

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

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

WAP

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

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

SFP

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Hayden Royal's SPTM Position: Q4 2021 in Review

Hayden Royal held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q4 2021 at 7,014 shares worth $410K. The position accounts for 0.96% of the portfolio, ranked #23.

Hayden Royal first reported a position in SPTM in Q3 2019 and has held it in 8 quarters since. The position peaked at $2.91M in Q4 2019. 467 funds tracked by Wall St. Rank hold SPTM as of Q4 2021.

Hayden Royal held 7,014 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $410K as of Q4 2021.
Hayden Royal left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q4 2021.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.96% of Hayden Royal's portfolio in Q4 2021, its #23 holding.
Hayden Royal first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2019 and has held it in 8 quarters since.
Hayden Royal's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.91M in Q4 2019.
467 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.