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

Retirement 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 Q1	$65.8K	Hold	1,025	–	–	0.02%	200
2023 Q4	$59.9K	Hold	1,025	–	–	0.02%	201
2023 Q3	$53.8K	Buy	1,025 +50	+5%	+$2.73K	0.02%	198
2023 Q2	$53.1K	Buy	+975	New	+$50.3K	0.02%	197
2020 Q4	–	Sell	-90	Closed	-$4K	–	729
2020 Q3	$4K	Hold	90	–	–	﹤0.01%	516
2020 Q2	$3K	Buy	+90	New	+$3.22K	﹤0.01%	513

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RIM

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

Retirement Group's SPTM Position: Q1 2024 in Review

Retirement Group held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q1 2024 at 1,025 shares worth $65.8K. The position accounts for 0.02% of the portfolio, ranked #200.

Retirement Group first reported a position in SPTM in Q2 2020 and has held it in 6 quarters since. 566 funds tracked by Wall St. Rank hold SPTM as of Q1 2024.

Retirement Group held 1,025 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $65.8K as of Q1 2024.
Retirement Group left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q1 2024.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of Retirement Group's portfolio in Q1 2024, its #200 holding.
Retirement Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2020 and has held it in 6 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.