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

Private Portfolio 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
Q4 		$297K Buy
4,162
+1,260
+43% +$90.7K 0.05% 238
2024
Q3 		$203K Buy
+2,902
New +$196K 0.04% 284

Other funds holding SPTM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
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)
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Private Portfolio Partners's SPTM Position: Q4 2024 in Review

Private Portfolio Partners increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 43% in Q4 2024, buying an estimated $90.7K and bringing the position to 4,162 shares worth $297K. The position accounts for 0.05% of the portfolio, ranked #238.

Private Portfolio Partners first reported a position in SPTM in Q3 2024 and has held it in 2 quarters since. 633 funds tracked by Wall St. Rank hold SPTM as of Q4 2024.

  • Private Portfolio Partners held 4,162 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $297K as of Q4 2024.
  • Private Portfolio Partners bought 1,260 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2024, an estimated $90.7K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.05% of Private Portfolio Partners's portfolio in Q4 2024, its #238 holding.
  • Private Portfolio Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2024 and has held it in 2 quarters since.
  • 633 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.