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

Levy Wealth Management 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
2024 Q2	$1.45M	Buy	21,827 +5,012	+30%	+$321K	0.37%	34
2024 Q1	$983K	Hold	16,815	–	–	0.28%	40
2023 Q4	$983K	Sell	16,815 -903	-5%	-$49.3K	0.28%	40
2023 Q3	$930K	Buy	17,718 +1,062	+6%	+$58K	0.29%	41
2023 Q2	$907K	Buy	16,656 +1,387	+9%	+$71.6K	0.27%	41
2023 Q1	$770K	Buy	15,269 +73	+0.5%	+$3.6K	0.24%	44
2022 Q4	$719K	Buy	+15,196	New	+$722K	0.24%	43

Other funds holding SPTM

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

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

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return