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

Peterson Financial 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
2024
Q3 		$83.8K Buy
+1,196
New +$80.8K 0.32% 63

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

Peterson Financial Group's SPTM Position: Q3 2024 in Review

Peterson Financial Group opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2024: 1,196 shares worth $83.8K. The stake represents 0.32% of the portfolio and ranks #63 among its holdings.

584 funds tracked by Wall St. Rank hold SPTM as of Q3 2024.

  • Peterson Financial Group held 1,196 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $83.8K as of Q3 2024.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Peterson Financial Group position in Q3 2024.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.32% of Peterson Financial Group's portfolio in Q3 2024, its #63 holding.
  • 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 Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.