Pacifica Partners’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Pacifica Partners’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
2024 Q3	–	Sell	-52	Closed	-$3.49K	–	544
2024 Q2	$3.49K	Hold	52	–	–	﹤0.01%	440
2024 Q1	$3.31K	Hold	52	–	–	﹤0.01%	440
2023 Q4	$2.91K	Hold	52	–	–	﹤0.01%	472
2023 Q3	$2.71K	Hold	52	–	–	﹤0.01%	458
2023 Q2	$2.83K	Sell	52 -131	-72%	-$6.76K	﹤0.01%	414
2023 Q1	$9.17K	Hold	183	–	–	0.01%	327
2022 Q4	$8.64K	Sell	183 -210	-53%	-$9.98K	0.01%	301
2022 Q3	$18K	Hold	393	–	–	0.01%	247
2022 Q2	$19K	Buy	+393	New	+$19.8K	0.01%	251

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Pacifica Partners's SPTM Position: Q3 2024 in Review

Pacifica Partners sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2024, closing a stake of 52 shares — an estimated $3.49K sold.

Pacifica Partners first reported a position in SPTM in Q2 2022 and held it in 9 quarters. The position peaked at $19K in Q2 2022. 584 funds tracked by Wall St. Rank hold SPTM as of Q3 2024.

Pacifica Partners reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q3 2024 after selling out during the quarter.
Pacifica Partners sold 52 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2024, an estimated $3.49K.
Pacifica Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2022 and held it in 9 quarters.
Pacifica Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $19K in Q2 2022.
584 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2024.

Based on Pacifica Partners's 13F filing for Q3 2024, filed 7 Oct 2024.