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

Pension & Wealth Management 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
2024
Q1 		– Sell
-522
Closed -$30.5K – 373
2023
Q4 		$30.5K Buy
+522
New +$28.5K 0.02% 214

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return

Pension & Wealth Management Advisors's SPTM Position: Q1 2024 in Review

Pension & Wealth Management Advisors sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2024, closing a stake of 522 shares — an estimated $30.5K sold.

Pension & Wealth Management Advisors first reported a position in SPTM in Q4 2023 and held it in 1 quarter. The position peaked at $30.5K in Q4 2023. 566 funds tracked by Wall St. Rank hold SPTM as of Q1 2024.

  • Pension & Wealth Management Advisors reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2024 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 522 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2024, an estimated $30.5K.
  • Pension & Wealth Management Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and held it in 1 quarter.
  • Pension & Wealth Management Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $30.5K in Q4 2023.
  • 566 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2024.

Based on Pension & Wealth Management Advisors's 13F filing for Q1 2024, filed 7 Aug 2026.