KWM
SPTM icon

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

KerberRose 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
2022
Q2 		$5.99M Buy
+128,819
New +$6.5M 4.88% 3

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $21.8B AUM 28.57% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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 $424B AUM 22.96% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.22B AUM 28.54% 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

KerberRose Wealth Management's SPTM Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2022: 128,819 shares worth $5.99M. The stake represents 4.88% of the portfolio and ranks #3 among its holdings.

455 funds tracked by Wall St. Rank hold SPTM as of Q2 2022.

  • KerberRose Wealth Management held 128,819 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $5.99M as of Q2 2022.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new KerberRose Wealth Management position in Q2 2022.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 4.88% of KerberRose Wealth Management's portfolio in Q2 2022, its #3 holding.
  • 455 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.