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Moss Adams Wealth Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Moss Adams Wealth Advisors’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
-21
Closed -$1.06K – 175
2023
Q1 		$1.06K Buy
+21
New +$1.04K ﹤0.01% 167

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

Moss Adams Wealth Advisors's SPTM Position: Q2 2023 in Review

Moss Adams Wealth Advisors sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2023, closing a stake of 21 shares — an estimated $1.06K sold.

Moss Adams Wealth Advisors first reported a position in SPTM in Q1 2023 and held it in 1 quarter. The position peaked at $1.06K in Q1 2023. 504 funds tracked by Wall St. Rank hold SPTM as of Q2 2023.

  • Moss Adams Wealth Advisors 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.
  • Moss Adams Wealth Advisors sold 21 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2023, an estimated $1.06K.
  • Moss Adams Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2023 and held it in 1 quarter.
  • Moss Adams Wealth Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.06K 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 Moss Adams Wealth Advisors's 13F filing for Q2 2023, filed 20 Dec 2023.