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January Capital Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

January Capital Advisors’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
Q2 		$1.33M Hold
28,620
– – 1.18% 15
2022
Q1 		$1.33M Sell
28,620
-45,834
-62% -$2.51M 1.18% 15
2021
Q4 		$4.35M Buy
+74,454
New +$4.21M 3.46% 8

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
VA
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

January Capital Advisors's SPTM Position: Q2 2022 in Review

January Capital Advisors held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2022 at 28,620 shares worth $1.33M. The position accounts for 1.18% of the portfolio, ranked #15.

January Capital Advisors first reported a position in SPTM in Q4 2021 and has held it in 3 quarters since. The position peaked at $4.35M in Q4 2021. 456 funds tracked by Wall St. Rank hold SPTM as of Q2 2022.

  • January Capital Advisors held 28,620 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.33M as of Q2 2022.
  • January Capital Advisors left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2022.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.18% of January Capital Advisors's portfolio in Q2 2022, its #15 holding.
  • January Capital Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and has held it in 3 quarters since.
  • January Capital Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $4.35M in Q4 2021.
  • 456 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2022.

Based on January Capital Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.