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 $445B AUM 25.58% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 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 $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

RIM

Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Levy Wealth Management Group's SPTM Position: Q2 2024 in Review

Levy Wealth Management Group increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 30% in Q2 2024, buying an estimated $321K and bringing the position to 21,827 shares worth $1.45M. The position accounts for 0.37% of the portfolio, ranked #34.

Levy Wealth Management Group first reported a position in SPTM in Q4 2022 and has held it in 7 quarters since. 564 funds tracked by Wall St. Rank hold SPTM as of Q2 2024.

Levy Wealth Management Group held 21,827 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.45M as of Q2 2024.
Levy Wealth Management Group bought 5,012 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2024, an estimated $321K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.37% of Levy Wealth Management Group's portfolio in Q2 2024, its #34 holding.
Levy Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2022 and has held it in 7 quarters since.
564 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.