SA
SPTM icon

SpiderRock Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

SpiderRock Advisors’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
Q3 		$1.48M Buy
21,091
+5,134
+32% +$347K 0.02% 384
2024
Q2 		$1.06M Buy
+15,957
New +$1.02M 0.02% 399

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 $21.8B AUM 28.57% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

SpiderRock Advisors's SPTM Position: Q3 2024 in Review

SpiderRock Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 32% in Q3 2024, buying an estimated $347K and bringing the position to 21,091 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #384.

SpiderRock Advisors first reported a position in SPTM in Q2 2024 and has held it in 2 quarters since. 584 funds tracked by Wall St. Rank hold SPTM as of Q3 2024.

  • SpiderRock Advisors held 21,091 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.48M as of Q3 2024.
  • SpiderRock Advisors bought 5,134 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2024, an estimated $347K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of SpiderRock Advisors's portfolio in Q3 2024, its #384 holding.
  • SpiderRock Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2024 and has held it in 2 quarters since.
  • 584 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.