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

Mascoma 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
2022
Q1 		– Sell
-803
Closed -$47K – 603
2021
Q4 		$47K Buy
+803
New +$45.4K 0.02% 229

Other funds holding SPTM

LPL Financial
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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

Mascoma Wealth Management's SPTM Position: Q1 2022 in Review

Mascoma Wealth Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2022, closing a stake of 803 shares — an estimated $47K sold.

Mascoma Wealth Management first reported a position in SPTM in Q4 2021 and held it in 1 quarter. The position peaked at $47K in Q4 2021. 464 funds tracked by Wall St. Rank hold SPTM as of Q1 2022.

  • Mascoma Wealth Management 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.
  • Mascoma Wealth Management sold 803 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2022, an estimated $47K.
  • Mascoma Wealth Management 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.
  • Mascoma Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $47K 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 Mascoma Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.