Impact Partnership Wealth’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Impact Partnership Wealth’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 Q1	–	Sell	-192	Closed	-$11.2K	–	854
2023 Q4	$11.2K	Buy	+192	New	+$10.5K	﹤0.01%	486
2023 Q3	–	Sell	-1,150	Closed	-$62.6K	–	1190
2023 Q2	$62.6K	Buy	+1,150	New	+$59.3K	0.02%	238

Other funds holding SPTM

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 $21.3B AUM 22.13% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

Impact Partnership Wealth's SPTM Position: Q1 2024 in Review

Impact Partnership Wealth sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2024, closing a stake of 192 shares — an estimated $11.2K sold.

Impact Partnership Wealth first reported a position in SPTM in Q2 2023 and held it in 2 quarters. The position peaked at $62.6K in Q2 2023. 566 funds tracked by Wall St. Rank hold SPTM as of Q1 2024.

Impact Partnership Wealth reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2024 after selling out during the quarter.
Impact Partnership Wealth sold 192 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2024, an estimated $11.2K.
Impact Partnership Wealth first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2023 and held it in 2 quarters.
Impact Partnership Wealth's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $62.6K in Q2 2023.
566 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.