KIG
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Kowal Investment Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Kowal Investment 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
2021
Q4 		– Sell
-590
Closed -$31K – 820
2021
Q3 		$31K Buy
+590
New +$32.1K 0.01% 307

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Kowal Investment Group's SPTM Position: Q4 2021 in Review

Kowal Investment Group sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2021, closing a stake of 590 shares — an estimated $31K sold.

Kowal Investment Group first reported a position in SPTM in Q3 2021 and held it in 1 quarter. The position peaked at $31K in Q3 2021. 467 funds tracked by Wall St. Rank hold SPTM as of Q4 2021.

  • Kowal Investment Group reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 590 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2021, an estimated $31K.
  • Kowal Investment Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $31K in Q3 2021.
  • 467 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.