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

Resource Management’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
2021 Q4	$261K	Hold	4,459	–	–	0.03%	161
2021 Q3	$236K	Hold	4,459	–	–	0.03%	162
2021 Q2	$236K	Hold	4,459	–	–	0.03%	173
2021 Q1	$219K	Hold	4,459	–	–	0.03%	169
2020 Q4	$206K	Buy	+4,459	New	+$194K	0.03%	169

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

PAG

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

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

WAP

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SFP

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Resource Management's SPTM Position: Q4 2021 in Review

Resource Management held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q4 2021 at 4,459 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #161.

Resource Management first reported a position in SPTM in Q4 2020 and has held it in 5 quarters since. 466 funds tracked by Wall St. Rank hold SPTM as of Q4 2021.

Resource Management held 4,459 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $261K as of Q4 2021.
Resource Management left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q4 2021.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.03% of Resource Management's portfolio in Q4 2021, its #161 holding.
Resource Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2020 and has held it in 5 quarters since.
466 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.