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Mach-1 Financial Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Mach-1 Financial 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
2023
Q2 		– Sell
-230
Closed -$11.6M – 326
2023
Q1 		$11.6M Buy
+230
New +$11.4K 0.07% 122
2022
Q4 		– Sell
-230
Closed -$10K – 417
2022
Q3 		$10K Hold
230
– – 0.01% 223
2022
Q2 		$10K Buy
+230
New +$11.6K 0.01% 243

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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mach-1 Financial Group's SPTM Position: Q2 2023 in Review

Mach-1 Financial Group sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2023, closing a stake of 230 shares — an estimated $11.6M sold.

Mach-1 Financial Group first reported a position in SPTM in Q2 2022 and held it in 3 quarters. The position peaked at $11.6M in Q1 2023. 504 funds tracked by Wall St. Rank hold SPTM as of Q2 2023.

  • Mach-1 Financial Group reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2023 after selling out during the quarter.
  • Mach-1 Financial Group sold 230 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2023, an estimated $11.6M.
  • Mach-1 Financial Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2022 and held it in 3 quarters.
  • Mach-1 Financial Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $11.6M in Q1 2023.
  • 504 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2023.

Based on Mach-1 Financial Group's 13F filing for Q2 2023, filed 28 Jul 2023.