Laurel Wealth Advisors (California)’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$557K	Sell	11,777 -434	-4%	-$20.6K	0.05%	337
2022 Q3	$538K	Sell	12,211 -681	-5%	-$33.3K	0.06%	326
2022 Q2	$599K	Sell	12,892 -3,207	-20%	-$162K	0.06%	316
2022 Q1	$895K	Sell	16,099 -9,235	-36%	-$506K	0.07%	262
2021 Q4	$1.48M	Buy	+25,334	New	+$1.43M	0.11%	180
2021 Q3	–	Sell	-12,306	Closed	-$652K	–	503
2021 Q2	$652K	Buy	12,306 +688	+6%	+$35.6K	0.08%	233
2021 Q1	$571K	Buy	11,618 +362	+3%	+$17.3K	0.09%	228
2020 Q4	$519K	Sell	11,256 -68	-0.6%	-$2.96K	0.08%	241
2020 Q3	$463K	Buy	11,324 +62	+0.6%	+$2.51K	0.08%	233
2020 Q2	$425K	Buy	11,262 +501	+5%	+$17.9K	0.08%	240
2020 Q1	$338K	Buy	10,761 +2,269	+27%	+$85.4K	0.08%	257
2019 Q4	$339K	Buy	+8,492	New	+$324K	0.06%	322

Other funds holding SPTM

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

WAP

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SFP

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

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SPTM Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 3.6% in Q4 2022, selling an estimated $20.6K and leaving 11,777 shares worth $557K. The position accounts for 0.05% of the portfolio, ranked #337.

Laurel Wealth Advisors (California) first reported a position in SPTM in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.48M in Q4 2021. 481 funds tracked by Wall St. Rank hold SPTM as of Q4 2022.

Laurel Wealth Advisors (California) held 11,777 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $557K as of Q4 2022.
Laurel Wealth Advisors (California) sold 434 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2022, an estimated $20.6K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.05% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #337 holding.
Laurel Wealth Advisors (California) first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and has held it in 12 quarters since.
Laurel Wealth Advisors (California)'s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.48M in Q4 2021.
481 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.