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

Solano 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
2024
Q2 		$13.9M Buy
209,076
+13,995
+7% +$896K 7.6% 6
2024
Q1 		$12.5M Buy
195,081
+12,512
+7% +$764K 7.02% 7
2023
Q4 		$10.7M Buy
182,569
+12,391
+7% +$677K 6.45% 9
2023
Q3 		$8.93M Buy
170,178
+165,416
+3,474% +$9.04M 6.2% 9
2023
Q2 		$259K Buy
4,762
+185
+4% +$9.54K 0.18% 23
2023
Q1 		$231K Buy
+4,577
New +$226K 0.17% 23

Other funds holding SPTM

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Solano Wealth Management's SPTM Position: Q2 2024 in Review

Solano Wealth Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 7.2% in Q2 2024, buying an estimated $896K and bringing the position to 209,076 shares worth $13.9M. The position accounts for 7.6% of the portfolio, ranked #6.

Solano Wealth Management first reported a position in SPTM in Q1 2023 and has held it in 6 quarters since. 564 funds tracked by Wall St. Rank hold SPTM as of Q2 2024.

  • Solano Wealth Management held 209,076 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $13.9M as of Q2 2024.
  • Solano Wealth Management bought 13,995 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2024, an estimated $896K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 7.6% of Solano Wealth Management's portfolio in Q2 2024, its #6 holding.
  • Solano Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2023 and has held it in 6 quarters since.
  • 564 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2024.

Based on Solano Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.