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Heritage Wealth Management (Arizona)’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Heritage Wealth Management (Arizona)’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 		$204K Buy
4,320
+2,160
+100% +$103K 0.03% 329
2022
Q3 		$95K Sell
2,160
-294
-12% -$14.4K 0.03% 328
2022
Q2 		$114K Sell
2,454
-58
-2% -$2.93K 0.04% 317
2022
Q1 		$140K Buy
+2,512
New +$138K 0.04% 329
2021
Q3 		$207K Sell
3,907
-856
-18% -$46.6K 0.07% 210
2021
Q2 		$252K Buy
+4,763
New +$246K 0.1% 186

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

Heritage Wealth Management (Arizona)'s SPTM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 100% in Q4 2022, buying an estimated $103K and bringing the position to 4,320 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #329.

Heritage Wealth Management (Arizona) first reported a position in SPTM in Q2 2021 and has held it in 6 quarters since. The position peaked at $252K in Q2 2021. 481 funds tracked by Wall St. Rank hold SPTM as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 4,320 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $204K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 2,160 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2022, an estimated $103K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.03% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #329 holding.
  • Heritage Wealth Management (Arizona) first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2021 and has held it in 6 quarters since.
  • Heritage Wealth Management (Arizona)'s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $252K in Q2 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 Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.