Northstar Advisory Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Northstar Advisory Group’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
2021 Q4	–	Sell	-24,290	Closed	-$1.29M	–	127
2021 Q3	$1.29M	Buy	+24,290	New	+$1.32M	1.26%	22

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

AAS

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

WAP

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFP

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TAIM

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

Northstar Advisory Group's SPTM Position: Q4 2021 in Review

Northstar Advisory Group sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2021, closing a stake of 24,290 shares — an estimated $1.29M sold.

Northstar Advisory Group first reported a position in SPTM in Q3 2021 and held it in 1 quarter. The position peaked at $1.29M in Q3 2021. 467 funds tracked by Wall St. Rank hold SPTM as of Q4 2021.

Northstar Advisory Group reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q4 2021 after selling out during the quarter.
Northstar Advisory Group sold 24,290 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2021, an estimated $1.29M.
Northstar Advisory Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2021 and held it in 1 quarter.
Northstar Advisory Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.29M in Q3 2021.
467 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2021.

Based on Northstar Advisory Group's 13F filing for Q4 2021, filed 20 Jan 2022.