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

Sutton Wealth 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
2023 Q3	$25.2K	Hold	480	–	–	0.01%	326
2023 Q2	$26.1K	Hold	480	–	–	0.01%	314
2023 Q1	$24.2K	Hold	480	–	–	0.01%	285
2022 Q4	$22.7K	Hold	480	–	–	0.01%	648
2022 Q3	$21.2K	Hold	480	–	–	0.01%	642
2022 Q2	$22.3K	Hold	480	–	–	0.01%	639
2022 Q1	$26.7K	Hold	480	–	–	0.01%	614
2021 Q4	$28.1K	Hold	480	–	–	0.01%	607
2021 Q3	$25.4K	Hold	480	–	–	0.01%	621
2021 Q2	$25.4K	Hold	480	–	–	0.01%	632
2021 Q1	$23.6K	Sell	480 -267	-36%	-$12.8K	0.01%	623
2020 Q4	$34.4K	Hold	747	–	–	0.01%	459
2020 Q3	$30.5K	Hold	747	–	–	0.01%	428
2020 Q2	$28.2K	Hold	747	–	–	0.01%	439
2020 Q1	$23.5K	Sell	747 -17	-2%	-$640	0.01%	435
2019 Q4	$30.5K	Hold	764	–	–	0.02%	447
2019 Q3	$28.1K	Buy	764 +6	+0.8%	+$220	0.02%	471
2019 Q2	$27.6K	Buy	758 +11	+1%	+$394	0.02%	477
2019 Q1	$26.3K	Hold	747	–	–	0.02%	490
2018 Q4	$23.1K	Hold	747	–	–	0.01%	480
2018 Q3	$27K	Buy	747 +27	+4%	+$961	0.02%	478
2018 Q2	$24.5K	Hold	720	–	–	0.02%	521
2018 Q1	$23.6K	Hold	720	–	–	0.02%	506
2017 Q4	$23.9K	Hold	720	–	–	0.02%	492
2017 Q3	$22.5K	Hold	720	–	–	0.02%	507
2017 Q2	$21.7K	Hold	720	–	–	0.02%	486
2017 Q1	$21.2K	Hold	720	–	–	0.02%	498
2016 Q4	$20.1K	Hold	720	–	–	0.02%	494
2016 Q3	$19.4K	Hold	720	–	–	0.02%	466
2016 Q2	$18.6K	Hold	720	–	–	0.02%	462
2016 Q1	$18.3K	Buy	+720	New	+$17.3K	0.02%	457

Other funds holding SPTM

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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 $68.3B AUM 20.5% 1-Year Est. Return

SFP

Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

Sutton Wealth Advisors's SPTM Position: Q3 2023 in Review

Sutton Wealth Advisors held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q3 2023 at 480 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #326.

Sutton Wealth Advisors first reported a position in SPTM in Q1 2016 and has held it in 31 quarters since. The position peaked at $34.4K in Q4 2020. 507 funds tracked by Wall St. Rank hold SPTM as of Q3 2023.

Sutton Wealth Advisors held 480 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $25.2K as of Q3 2023.
Sutton Wealth Advisors left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q3 2023.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #326 holding.
Sutton Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $34.4K in Q4 2020.
507 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.