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

Liberty 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
2024 Q1	–	Sell	-9,713	Closed	-$381K	–	196
2023 Q4	$381K	Buy	9,713 +5,051	+108%	+$276K	0.08%	118
2023 Q3	$245K	Buy	+4,662	New	+$255K	0.06%	146
2021 Q4	–	Sell	-762	Closed	-$40K	–	973
2021 Q3	$40K	Buy	762 +2	+0.3%	+$109	0.01%	469
2021 Q2	$40K	Buy	+760	New	+$39.3K	0.02%	371

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 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 $21.3B AUM 22.13% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RIM

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

Liberty Wealth Management's SPTM Position: Q1 2024 in Review

Liberty Wealth Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2024, closing a stake of 9,713 shares — an estimated $381K sold.

Liberty Wealth Management first reported a position in SPTM in Q2 2021 and held it in 4 quarters. The position peaked at $381K in Q4 2023. 566 funds tracked by Wall St. Rank hold SPTM as of Q1 2024.

Liberty Wealth Management reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2024 after selling out during the quarter.
Liberty Wealth Management sold 9,713 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2024, an estimated $381K.
Liberty Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2021 and held it in 4 quarters.
Liberty Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $381K in Q4 2023.
566 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2024.

Based on Liberty Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.