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

Horizon Financial Services’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 Q1	–	Sell	-552	Closed	-$25K	–	137
2020 Q4	$25K	Sell	552 -70	-11%	-$3.05K	0.02%	47
2020 Q3	$25K	Buy	+622	New	+$25.2K	0.02%	48

Other funds holding SPTM

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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

First Quadrant Glendale, California $18M AUM 24.2% 1-Year Est. Return

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

Horizon Financial Services's SPTM Position: Q1 2021 in Review

Horizon Financial Services sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2021, closing a stake of 552 shares — an estimated $25K sold.

Horizon Financial Services first reported a position in SPTM in Q3 2020 and held it in 2 quarters. The position peaked at $25K in Q4 2020. 369 funds tracked by Wall St. Rank hold SPTM as of Q1 2021.

Horizon Financial Services reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2021 after selling out during the quarter.
Horizon Financial Services sold 552 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2021, an estimated $25K.
Horizon Financial Services first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2020 and held it in 2 quarters.
Horizon Financial Services's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $25K in Q4 2020.
369 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2021.

Based on Horizon Financial Services's 13F filing for Q1 2021, filed 21 Apr 2021.