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

Sadoff Investment 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
2022 Q2	–	Sell	-4,003	Closed	-$222K	–	99
2022 Q1	$222K	Sell	4,003 -2,595	-39%	-$142K	0.01%	94
2021 Q4	$386K	Buy	6,598 +598	+10%	+$33.8K	0.02%	74
2021 Q3	$318K	Hold	6,000	–	–	0.02%	81
2021 Q2	$318K	Sell	6,000 -2,000	-25%	-$103K	0.02%	79
2021 Q1	$394K	Hold	8,000	–	–	0.03%	72
2020 Q4	$369K	Sell	8,000 -8,000	-50%	-$349K	0.03%	73
2020 Q3	$654K	Hold	16,000	–	–	0.06%	54
2020 Q2	$604K	Hold	16,000	–	–	0.05%	53
2020 Q1	$503K	Hold	16,000	–	–	0.06%	56
2019 Q4	$638K	Buy	+16,000	New	+$610K	0.05%	55

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

PAG

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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

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

SFP

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

TAIM

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

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Sadoff Investment Management's SPTM Position: Q2 2022 in Review

Sadoff Investment Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2022, closing a stake of 4,003 shares — an estimated $222K sold.

Sadoff Investment Management first reported a position in SPTM in Q4 2019 and held it in 10 quarters. The position peaked at $654K in Q3 2020. 456 funds tracked by Wall St. Rank hold SPTM as of Q2 2022.

Sadoff Investment Management reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2022 after selling out during the quarter.
Sadoff Investment Management sold 4,003 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2022, an estimated $222K.
Sadoff Investment Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and held it in 10 quarters.
Sadoff Investment Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $654K in Q3 2020.
456 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2022.

Based on Sadoff Investment Management's 13F filing for Q2 2022, filed 5 Aug 2022.