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

Kelly Financial Services’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 Q3	–	Sell	-69	Closed	-$4.55K	–	660
2024 Q2	$4.55K	Buy	69 +1	+1%	+$64	﹤0.01%	505
2024 Q1	$4.38K	Hold	68	–	–	﹤0.01%	513
2023 Q4	$3.98K	Hold	68	–	–	﹤0.01%	497
2023 Q3	$3.56K	Hold	68	–	–	﹤0.01%	491
2023 Q2	$3.68K	Buy	68 +1	+1%	+$52	﹤0.01%	487
2023 Q1	$3.4K	Hold	67	–	–	﹤0.01%	473
2022 Q4	$3.17K	Hold	67	–	–	﹤0.01%	458
2022 Q3	$2.95K	Hold	67	–	–	﹤0.01%	462
2022 Q2	$3.09K	Buy	67 +1	+2%	+$50	﹤0.01%	455
2022 Q1	$3.68K	Hold	66	–	–	﹤0.01%	465
2021 Q4	$3.86K	Buy	+66	New	+$3.73K	﹤0.01%	476

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

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

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

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Kelly Financial Services's SPTM Position: Q3 2024 in Review

Kelly Financial Services sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2024, closing a stake of 69 shares — an estimated $4.55K sold.

Kelly Financial Services first reported a position in SPTM in Q4 2021 and held it in 11 quarters. The position peaked at $4.55K in Q2 2024. 584 funds tracked by Wall St. Rank hold SPTM as of Q3 2024.

Kelly Financial Services reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 69 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2024, an estimated $4.55K.
Kelly Financial Services first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and held it in 11 quarters.
Kelly Financial Services's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $4.55K in Q2 2024.
584 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.