Sharkey, Howes & Javer’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Sharkey, Howes & Javer’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
2023 Q3	–	Sell	-19,275	Closed	-$1.05M	–	114
2023 Q2	$1.05M	Sell	19,275 -3,167	-14%	-$163K	0.2%	59
2023 Q1	$1.13M	Buy	+22,442	New	+$1.11M	0.24%	52

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 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 $21.8B AUM 28.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SFP

Shepherd Financial Partners Winchester, Massachusetts $1.22B AUM 28.54% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Sharkey, Howes & Javer's SPTM Position: Q3 2023 in Review

Sharkey, Howes & Javer sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2023, closing a stake of 19,275 shares — an estimated $1.05M sold.

Sharkey, Howes & Javer first reported a position in SPTM in Q1 2023 and held it in 2 quarters. The position peaked at $1.13M in Q1 2023. 506 funds tracked by Wall St. Rank hold SPTM as of Q3 2023.

Sharkey, Howes & Javer reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q3 2023 after selling out during the quarter.
Sharkey, Howes & Javer sold 19,275 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2023, an estimated $1.05M.
Sharkey, Howes & Javer first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2023 and held it in 2 quarters.
Sharkey, Howes & Javer's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.13M in Q1 2023.
506 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2023.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2023, filed 31 Oct 2023.