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

Selective Wealth 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 Q4	–	Sell	-881	Closed	-$39K	–	647
2022 Q3	$39K	Sell	881 -151	-15%	-$7.39K	0.02%	327
2022 Q2	$48K	Sell	1,032 -248	-19%	-$12.5K	0.02%	327
2022 Q1	$71K	Hold	1,280	–	–	0.03%	245
2021 Q4	$75K	Buy	1,280 +758	+145%	+$42.9K	0.03%	226
2021 Q3	$28K	Buy	+522	New	+$28.4K	0.01%	333

Other funds holding SPTM

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

RIM

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

TAIM

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

Selective Wealth Management's SPTM Position: Q4 2022 in Review

Selective Wealth Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2022, closing a stake of 881 shares — an estimated $39K sold.

Selective Wealth Management first reported a position in SPTM in Q3 2021 and held it in 5 quarters. The position peaked at $75K in Q4 2021. 481 funds tracked by Wall St. Rank hold SPTM as of Q4 2022.

Selective Wealth Management reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 881 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2022, an estimated $39K.
Selective Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2021 and held it in 5 quarters.
Selective Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $75K in Q4 2021.
481 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.