Realta Investment Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Realta Investment 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 Q3	–	Sell	-209	Closed	-$13.9K	–	713
2024 Q2	$13.9K	Hold	209	–	–	﹤0.01%	649
2024 Q1	$13.4K	Buy	+209	New	+$12.8K	﹤0.01%	676
2023 Q4	–	Sell	-206	Closed	-$11.2K	–	756
2023 Q3	$11.2K	Hold	206	–	–	﹤0.01%	671
2023 Q2	$11.2K	Buy	+206	New	+$10.6K	﹤0.01%	719
2023 Q1	–	Sell	-205	Closed	-$9.68K	–	779
2022 Q4	$9.68K	Buy	205 +1	+0.5%	+$48	﹤0.01%	721
2022 Q3	$9K	Buy	+204	New	+$9.99K	﹤0.01%	709
2019 Q3	–	Sell	-217	Closed	-$8K	–	1780
2019 Q2	$8K	Buy	217 +195	+886%	+$6.99K	﹤0.01%	1223
2019 Q1	$1K	Buy	+22	New	+$745	﹤0.01%	1300

Other funds holding SPTM

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) 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Realta Investment Advisors's SPTM Position: Q3 2024 in Review

Realta Investment Advisors sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2024, closing a stake of 209 shares — an estimated $13.9K sold.

Realta Investment Advisors first reported a position in SPTM in Q1 2019 and held it in 8 quarters. The position peaked at $13.9K in Q2 2024. 584 funds tracked by Wall St. Rank hold SPTM as of Q3 2024.

Realta Investment Advisors reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 209 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2024, an estimated $13.9K.
Realta Investment Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2019 and held it in 8 quarters.
Realta Investment Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $13.9K in Q2 2024.
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 Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.