M&R Capital Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

M&R Capital 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 Q3	$13.7K	Buy	196 +108	+123%	+$7.29K	﹤0.01%	357
2024 Q2	$5.84K	Hold	88	–	–	﹤0.01%	430
2024 Q1	$5.64K	Hold	88	–	–	﹤0.01%	437
2023 Q4	$5.14K	Hold	88	–	–	﹤0.01%	482
2023 Q3	$4.62K	Hold	88	–	–	﹤0.01%	474
2023 Q2	$4.79K	Hold	88	–	–	﹤0.01%	469
2023 Q1	$4.44K	Buy	+88	New	+$4.34K	﹤0.01%	455

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

M&R Capital Management's SPTM Position: Q3 2024 in Review

M&R Capital Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 123% in Q3 2024, buying an estimated $7.29K and bringing the position to 196 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

M&R Capital Management first reported a position in SPTM in Q1 2023 and has held it in 7 quarters since. 584 funds tracked by Wall St. Rank hold SPTM as of Q3 2024.

M&R Capital Management held 196 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $13.7K as of Q3 2024.
M&R Capital Management bought 108 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2024, an estimated $7.29K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #357 holding.
M&R Capital Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2023 and has held it in 7 quarters since.
584 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.