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

Meeder Asset 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	-10,280	Closed	-$478K	–	2354
2022 Q2	$478K	Buy	10,280 +9,359	+1,016%	+$473K	0.03%	403
2022 Q1	$51K	Buy	+921	New	+$50.5K	﹤0.01%	967
2021 Q4	–	Sell	-313	Closed	-$17K	–	2180
2021 Q3	$17K	Buy	+313	New	+$17K	﹤0.01%	1484
2021 Q1	–	Sell	-2,430	Closed	-$112K	–	2450
2020 Q4	$112K	Buy	2,430 +272	+13%	+$11.9K	0.02%	403
2020 Q3	$88K	Buy	2,158 +310	+17%	+$12.6K	0.01%	822
2020 Q2	$70K	Buy	+1,848	New	+$66.1K	﹤0.01%	856

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

Meeder Asset Management's SPTM Position: Q3 2022 in Review

Meeder Asset Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2022, closing a stake of 10,280 shares — an estimated $478K sold.

Meeder Asset Management first reported a position in SPTM in Q2 2020 and held it in 6 quarters. The position peaked at $478K in Q2 2022. 447 funds tracked by Wall St. Rank hold SPTM as of Q3 2022.

Meeder Asset 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.
Meeder Asset Management sold 10,280 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2022, an estimated $478K.
Meeder Asset Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2020 and held it in 6 quarters.
Meeder Asset Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $478K in Q2 2022.
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 Meeder Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.