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

Resurgent Financial 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
2023 Q1	–	Sell	-7,014	Closed	-$332K	–	613
2022 Q4	$332K	Hold	7,014	–	–	0.17%	133
2022 Q3	$309K	Hold	7,014	–	–	0.21%	134
2022 Q2	$326K	Buy	+7,014	New	+$354K	0.21%	127

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SFP

Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

Resurgent Financial Advisors's SPTM Position: Q1 2023 in Review

Resurgent Financial Advisors sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2023, closing a stake of 7,014 shares — an estimated $332K sold.

Resurgent Financial Advisors first reported a position in SPTM in Q2 2022 and held it in 3 quarters. The position peaked at $332K in Q4 2022. 483 funds tracked by Wall St. Rank hold SPTM as of Q1 2023.

Resurgent Financial Advisors reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2023 after selling out during the quarter.
Resurgent Financial Advisors sold 7,014 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2023, an estimated $332K.
Resurgent Financial Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2022 and held it in 3 quarters.
Resurgent Financial Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $332K in Q4 2022.
483 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2023.

Based on Resurgent Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.