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

SVB Wealth’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
2021
Q1 		– Sell
-866
Closed -$39K – 966
2020
Q4 		$39K Hold
866
– – ﹤0.01% 823
2020
Q3 		$35K Buy
+866
New +$35.1K ﹤0.01% 711

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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
FQ
First Quadrant Glendale, California $18M AUM 24.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SVB Wealth's SPTM Position: Q1 2021 in Review

SVB Wealth sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2021, closing a stake of 866 shares — an estimated $39K sold.

SVB Wealth first reported a position in SPTM in Q3 2020 and held it in 2 quarters. The position peaked at $39K in Q4 2020. 369 funds tracked by Wall St. Rank hold SPTM as of Q1 2021.

  • SVB Wealth reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2021 after selling out during the quarter.
  • SVB Wealth sold 866 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2021, an estimated $39K.
  • SVB Wealth first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2020 and held it in 2 quarters.
  • SVB Wealth's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $39K in Q4 2020.
  • 369 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2021.

Based on SVB Wealth's 13F filing for Q1 2021, filed 11 May 2021.