Householder Group Estate & Retirement Specialist’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$2.96M	Sell	41,519 -805	-2%	-$57.9K	2.22%	8
2024 Q3	$2.96M	Buy	42,324 +486	+1%	+$32.8K	0.86%	22
2024 Q2	$2.78M	Buy	41,838 +1,449	+4%	+$92.8K	0.78%	25
2024 Q1	$2.59M	Buy	40,389 +1,310	+3%	+$79.9K	0.77%	26
2023 Q4	$2.28M	Sell	39,079 -5,320	-12%	-$290K	0.75%	28
2023 Q3	$2.33M	Buy	+44,399	New	+$2.43M	0.84%	25
2023 Q1	$1.38M	Buy	+27,423	New	+$1.35M	0.53%	44
2022 Q4	–	Sell	-14,195	Closed	-$626K	–	1027
2022 Q3	$626K	Buy	14,195 +2,280	+19%	+$112K	0.26%	87
2022 Q2	$554K	Buy	11,915 +968	+9%	+$48.9K	0.25%	99
2022 Q1	$608K	Buy	10,947 +1,272	+13%	+$69.7K	0.25%	104
2021 Q4	$566K	Buy	+9,675	New	+$548K	0.21%	119

Other funds holding SPTM

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

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

WAP

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SPTM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.9% in Q4 2024, selling an estimated $57.9K and leaving 41,519 shares worth $2.96M. The position accounts for 2.22% of the portfolio, ranked #8.

Householder Group Estate & Retirement Specialist first reported a position in SPTM in Q4 2021 and has held it in 11 quarters since. 633 funds tracked by Wall St. Rank hold SPTM as of Q4 2024.

Householder Group Estate & Retirement Specialist held 41,519 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.96M as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 805 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2024, an estimated $57.9K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 2.22% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #8 holding.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and has held it in 11 quarters since.
633 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.