People's United Financial’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

People's United Financial’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 Q1	$2.76M	Sell	49,682 -3,805	-7%	-$209K	0.08%	181
2021 Q4	$3.13M	Sell	53,487 -4,745	-8%	-$269K	0.08%	186
2021 Q3	$3.09M	Sell	58,232 -881	-1%	-$47.9K	0.07%	194
2021 Q2	$3.13M	Buy	59,113 +1,408	+2%	+$72.9K	0.07%	196
2021 Q1	$2.84M	Buy	57,705 +969	+2%	+$46.3K	0.07%	200
2020 Q4	$2.62M	Buy	56,736 +3,264	+6%	+$142K	0.06%	195
2020 Q3	$2.19M	Sell	53,472 -1,182	-2%	-$47.9K	0.06%	195
2020 Q2	$2.06M	Buy	54,654 +13,744	+34%	+$492K	0.06%	192
2020 Q1	$1.29M	Buy	+40,910	New	+$1.54M	0.04%	235

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BFG

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

WAP

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

SFP

Shepherd Financial Partners Winchester, Massachusetts $1.22B AUM 28.54% 1-Year Est. Return

People's United Financial's SPTM Position: Q1 2022 in Review

People's United Financial reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 7.1% in Q1 2022, selling an estimated $209K and leaving 49,682 shares worth $2.76M. The position accounts for 0.08% of the portfolio, ranked #181.

People's United Financial first reported a position in SPTM in Q1 2020 and has held it in 9 quarters since. The position peaked at $3.13M in Q2 2021. 464 funds tracked by Wall St. Rank hold SPTM as of Q1 2022.

People's United Financial held 49,682 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.76M as of Q1 2022.
People's United Financial sold 3,805 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2022, an estimated $209K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.08% of People's United Financial's portfolio in Q1 2022, its #181 holding.
People's United Financial first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2020 and has held it in 9 quarters since.
People's United Financial's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $3.13M in Q2 2021.
464 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.