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

Safeguard Investment Advisory 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
2021 Q1	–	Sell	-259	Closed	-$11K	–	625
2020 Q4	$11K	Buy	+259	New	+$11.3K	0.01%	398

Other funds holding SPTM

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFP

Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 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

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

First Quadrant Glendale, California $18M AUM 24.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Safeguard Investment Advisory Group's SPTM Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2021, closing a stake of 259 shares — an estimated $11K sold.

Safeguard Investment Advisory Group first reported a position in SPTM in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 369 funds tracked by Wall St. Rank hold SPTM as of Q1 2021.

Safeguard Investment Advisory Group reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2021 after selling out during the quarter.
Safeguard Investment Advisory Group sold 259 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2021, an estimated $11K.
Safeguard Investment Advisory Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2020 and held it in 1 quarter.
Safeguard Investment Advisory Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $11K in Q4 2020.
369 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.