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

Stockman 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	-8,227	Closed	-$363K	–	208
2022 Q3	$363K	Hold	8,227	–	–	0.1%	118
2022 Q2	$382K	Hold	8,227	–	–	0.1%	120
2022 Q1	$457K	Hold	8,227	–	–	0.09%	117
2021 Q4	$481K	Sell	8,227 -462	-5%	-$26.1K	0.1%	122
2021 Q3	$460K	Hold	8,689	–	–	0.1%	120
2021 Q2	$460K	Sell	8,689 -150	-2%	-$7.76K	0.11%	119
2021 Q1	$435K	Buy	8,839 +100	+1%	+$4.78K	0.12%	115
2020 Q4	$403K	Sell	8,739 -171	-2%	-$7.45K	0.12%	112
2020 Q3	$364K	Hold	8,910	–	–	0.13%	104
2020 Q2	$337K	Hold	8,910	–	–	0.13%	113
2020 Q1	$280K	Hold	8,910	–	–	0.12%	109
2019 Q4	$355K	Sell	8,910 -335	-4%	-$12.8K	0.13%	118
2019 Q3	$340K	Buy	9,245 +650	+8%	+$23.8K	0.13%	109
2019 Q2	$313K	Hold	8,595	–	–	0.13%	117
2019 Q1	$302K	Hold	8,595	–	–	0.13%	117
2018 Q4	$266K	Hold	8,595	–	–	0.13%	122
2018 Q3	$311K	Buy	+8,595	New	+$306K	0.13%	116

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

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

Stockman Wealth Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2022, closing a stake of 8,227 shares — an estimated $363K sold.

Stockman Wealth Management first reported a position in SPTM in Q3 2018 and held it in 17 quarters. The position peaked at $481K in Q4 2021. 481 funds tracked by Wall St. Rank hold SPTM as of Q4 2022.

Stockman 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.
Stockman Wealth Management sold 8,227 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2022, an estimated $363K.
Stockman Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2018 and held it in 17 quarters.
Stockman Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $481K 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 Stockman Wealth Management's 13F filing for Q4 2022, filed 8 Feb 2023.