LW
SPTM icon

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

Linscomb Wealth’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
Q1 		– Sell
-3,471
Closed -$203K – 359
2021
Q4 		$203K Buy
+3,471
New +$196K 0.01% 331

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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return

Linscomb Wealth's SPTM Position: Q1 2022 in Review

Linscomb Wealth sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2022, closing a stake of 3,471 shares — an estimated $203K sold.

Linscomb Wealth first reported a position in SPTM in Q4 2021 and held it in 1 quarter. The position peaked at $203K in Q4 2021. 464 funds tracked by Wall St. Rank hold SPTM as of Q1 2022.

  • Linscomb Wealth reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2022 after selling out during the quarter.
  • Linscomb Wealth sold 3,471 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2022, an estimated $203K.
  • Linscomb Wealth first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and held it in 1 quarter.
  • Linscomb Wealth's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $203K in Q4 2021.
  • 464 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2022.

Based on Linscomb Wealth's 13F filing for Q1 2022, filed 17 May 2022.