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

Murphy Capital 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 Q2	$444K	Buy	9,560 +1,000	+12%	+$50.5K	0.06%	146
2022 Q1	$475K	Buy	8,560 +875	+11%	+$48K	0.06%	157
2021 Q4	$449K	Buy	7,685 +150	+2%	+$8.49K	0.05%	167
2021 Q3	$399K	Buy	7,535 +70	+0.9%	+$3.81K	0.05%	171
2021 Q2	$395K	Buy	7,465 +315	+4%	+$16.3K	0.05%	171
2021 Q1	$351K	Buy	7,150 +150	+2%	+$7.17K	0.04%	172
2020 Q4	$322K	Hold	7,000	–	–	0.04%	170
2020 Q3	$286K	Buy	7,000 +20	+0.3%	+$810	0.04%	171
2020 Q2	$263K	Buy	6,980 +150	+2%	+$5.37K	0.04%	176
2020 Q1	$214K	Hold	6,830	–	–	0.04%	180
2019 Q4	$272K	Hold	6,830	–	–	0.04%	197
2019 Q3	$250K	Buy	6,830 +920	+16%	+$33.7K	0.04%	204
2019 Q2	$215K	Buy	5,910 +50	+0.9%	+$1.79K	0.03%	224
2019 Q1	$206K	Buy	+5,860	New	+$198K	0.03%	233

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

AAS

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

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

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

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Murphy Capital Management's SPTM Position: Q2 2022 in Review

Murphy Capital Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 12% in Q2 2022, buying an estimated $50.5K and bringing the position to 9,560 shares worth $444K. The position accounts for 0.06% of the portfolio, ranked #146.

Murphy Capital Management first reported a position in SPTM in Q1 2019 and has held it in 14 quarters since. The position peaked at $475K in Q1 2022. 456 funds tracked by Wall St. Rank hold SPTM as of Q2 2022.

Murphy Capital Management held 9,560 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $444K as of Q2 2022.
Murphy Capital Management bought 1,000 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2022, an estimated $50.5K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.06% of Murphy Capital Management's portfolio in Q2 2022, its #146 holding.
Murphy Capital Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2019 and has held it in 14 quarters since.
Murphy Capital Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $475K in Q1 2022.
456 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2022.

Based on Murphy Capital Management's 13F filing for Q2 2022, filed 13 Jul 2022.