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

Investors Financial Group’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 Q1	–	Sell	-10,004	Closed	-$585K	–	157
2021 Q4	$585K	Buy	10,004 +1,858	+23%	+$105K	0.27%	96
2021 Q3	$432K	Buy	8,146 +54	+0.7%	+$2.94K	0.23%	117
2021 Q2	$429K	Hold	8,092	–	–	0.23%	118
2021 Q1	$398K	Buy	8,092 +55	+0.7%	+$2.63K	0.23%	116
2020 Q4	$370K	Buy	8,037 +1,197	+18%	+$52.2K	0.24%	106
2020 Q3	$280K	Hold	6,840	–	–	0.21%	116
2020 Q2	$258K	Buy	6,840 +50	+0.7%	+$1.79K	0.21%	115
2020 Q1	$214K	Buy	+6,790	New	+$255K	0.22%	107

Other funds holding SPTM

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

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

AAS

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

WAP

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

SFP

Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return

Investors Financial Group's SPTM Position: Q1 2022 in Review

Investors Financial Group sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2022, closing a stake of 10,004 shares — an estimated $585K sold.

Investors Financial Group first reported a position in SPTM in Q1 2020 and held it in 8 quarters. The position peaked at $585K in Q4 2021. 464 funds tracked by Wall St. Rank hold SPTM as of Q1 2022.

Investors Financial Group reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 10,004 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2022, an estimated $585K.
Investors Financial Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2020 and held it in 8 quarters.
Investors Financial Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $585K in Q4 2021.
464 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.