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

Perfromance Wealth 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
2022
Q2 		– Sell
-3,679
Closed -$204K – 180
2022
Q1 		$204K Hold
3,679
– – 0.01% 171
2021
Q4 		$215K Buy
+3,679
New +$208K 0.01% 169

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
VA
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
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

Perfromance Wealth Partners's SPTM Position: Q2 2022 in Review

Perfromance Wealth Partners sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2022, closing a stake of 3,679 shares — an estimated $204K sold.

Perfromance Wealth Partners first reported a position in SPTM in Q4 2021 and held it in 2 quarters. The position peaked at $215K in Q4 2021. 456 funds tracked by Wall St. Rank hold SPTM as of Q2 2022.

  • Perfromance Wealth Partners reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2022 after selling out during the quarter.
  • Perfromance Wealth Partners sold 3,679 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2022, an estimated $204K.
  • Perfromance Wealth Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and held it in 2 quarters.
  • Perfromance Wealth Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $215K in Q4 2021.
  • 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 Perfromance Wealth Partners's 13F filing for Q2 2022, filed 15 Jul 2022.