SFPM
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Sensible Financial Planning & Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Sensible Financial Planning & 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
2024
Q4 		– Sell
-3,084
Closed -$216K – 43
2024
Q3 		$216K Buy
+3,084
New +$208K 0.04% 50
2022
Q2 		– Sell
-3,637
Closed -$202K – 53
2022
Q1 		$202K Sell
3,637
-180
-5% -$9.87K 0.05% 43
2021
Q4 		$223K Buy
3,817
+20
+0.5% +$1.13K 0.06% 43
2021
Q3 		$201K Buy
+3,797
New +$207K 0.07% 44
2016
Q4 		– Sell
-912
Closed -$25K – 60
2016
Q3 		$25K Sell
912
-1,674
-65% -$44.8K 0.02% 45
2016
Q2 		$67K Hold
2,586
– – 0.05% 39
2016
Q1 		$66K Hold
2,586
– – 0.05% 38
2015
Q4 		$66K Hold
2,586
– – 0.05% 41
2015
Q3 		$61K Hold
2,586
– – 0.05% 42
2015
Q2 		$67K Buy
+2,586
New +$68.1K 0.06% 40
2015
Q1 		– Sell
-3,222
Closed -$83K – 58
2014
Q4 		$83K Hold
3,222
– – 0.08% 39
2014
Q3 		$79K Buy
+3,222
New +$79.7K 0.07% 35

Other funds holding SPTM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
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)
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Sensible Financial Planning & Management's SPTM Position: Q4 2024 in Review

Sensible Financial Planning & Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2024, closing a stake of 3,084 shares — an estimated $216K sold.

Sensible Financial Planning & Management first reported a position in SPTM in Q3 2014 and held it in 12 quarters. The position peaked at $223K in Q4 2021. 633 funds tracked by Wall St. Rank hold SPTM as of Q4 2024.

  • Sensible Financial Planning & Management reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q4 2024 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 3,084 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2024, an estimated $216K.
  • Sensible Financial Planning & Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2014 and held it in 12 quarters.
  • Sensible Financial Planning & Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $223K in Q4 2021.
  • 633 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2024.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2024, filed 7 Feb 2025.