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

Macroview Investment 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
2022 Q3	–	Sell	-670	Closed	-$31K	–	518
2022 Q2	$31K	Buy	670 +3	+0.4%	+$151	0.05%	109
2022 Q1	$37K	Buy	667 +2	+0.3%	+$110	0.05%	110
2021 Q4	$39K	Buy	665 +2	+0.3%	+$113	0.05%	106
2021 Q3	$35K	Buy	663 +2	+0.3%	+$109	0.05%	109
2021 Q2	$35K	Buy	661 +3	+0.5%	+$155	0.05%	113
2021 Q1	$32K	Buy	658 +2	+0.3%	+$96	0.05%	110
2020 Q4	$30K	Buy	656 +3	+0.5%	+$131	0.04%	110
2020 Q3	$27K	Buy	653 +2	+0.3%	+$81	0.05%	103
2020 Q2	$25K	Buy	651 +3	+0.5%	+$107	0.05%	98
2020 Q1	$20K	Buy	+648	New	+$24.4K	0.04%	97

Other funds holding SPTM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFP

Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Macroview Investment Management's SPTM Position: Q3 2022 in Review

Macroview Investment Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2022, closing a stake of 670 shares — an estimated $31K sold.

Macroview Investment Management first reported a position in SPTM in Q1 2020 and held it in 10 quarters. The position peaked at $39K in Q4 2021. 447 funds tracked by Wall St. Rank hold SPTM as of Q3 2022.

Macroview Investment Management reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q3 2022 after selling out during the quarter.
Macroview Investment Management sold 670 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2022, an estimated $31K.
Macroview Investment Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2020 and held it in 10 quarters.
Macroview Investment Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $39K in Q4 2021.
447 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2022.

Based on Macroview Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.