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Independent Solutions Wealth Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Independent Solutions Wealth Management’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
2023
Q3 		– Sell
-8,726
Closed -$475K – 225
2023
Q2 		$475K Buy
8,726
+21
+0.2% +$1.08K 0.12% 134
2023
Q1 		$439K Sell
8,705
-771
-8% -$38.1K 0.13% 129
2022
Q4 		$448K Sell
9,476
-2,147
-18% -$102K 0.14% 127
2022
Q3 		$513K Buy
11,623
+3,792
+48% +$186K 0.17% 113
2022
Q2 		$364K Sell
7,831
-60
-0.8% -$3.03K 0.11% 136
2022
Q1 		$439K Sell
7,891
-75
-0.9% -$4.11K 0.1% 143
2021
Q4 		$466K Sell
7,966
-130
-2% -$7.36K 0.11% 142
2021
Q3 		$429K Sell
8,096
-385
-5% -$20.9K 0.11% 145
2021
Q2 		$449K Buy
8,481
+638
+8% +$33K 0.11% 139
2021
Q1 		$386K Sell
7,843
-1,453
-16% -$69.5K 0.11% 136
2020
Q4 		$428K Sell
9,296
-558
-6% -$24.3K 0.13% 120
2020
Q3 		$403K Sell
9,854
-431
-4% -$17.5K 0.15% 109
2020
Q2 		$389K Sell
10,285
-45
-0.4% -$1.61K 0.17% 107
2020
Q1 		$325K Buy
10,330
+552
+6% +$20.8K 0.18% 94
2019
Q4 		$390K Buy
+9,778
New +$373K 0.17% 108

Other funds holding SPTM

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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

Independent Solutions Wealth Management's SPTM Position: Q3 2023 in Review

Independent Solutions Wealth Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2023, closing a stake of 8,726 shares — an estimated $475K sold.

Independent Solutions Wealth Management first reported a position in SPTM in Q4 2019 and held it in 15 quarters. The position peaked at $513K in Q3 2022. 507 funds tracked by Wall St. Rank hold SPTM as of Q3 2023.

  • Independent Solutions Wealth Management reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q3 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 8,726 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2023, an estimated $475K.
  • Independent Solutions Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and held it in 15 quarters.
  • Independent Solutions Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $513K in Q3 2022.
  • 507 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2023, filed 19 Dec 2024.