TKP
SPTM icon

Tallon Kerry Patrick’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Tallon Kerry Patrick’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
Q4 		$355K Buy
+4,984
New +$359K 0.34% 54

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 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 $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tallon Kerry Patrick's SPTM Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2024: 4,984 shares worth $355K. The stake represents 0.34% of the portfolio and ranks #54 among its holdings.

634 funds tracked by Wall St. Rank hold SPTM as of Q4 2024.

  • Tallon Kerry Patrick held 4,984 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $355K as of Q4 2024.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Tallon Kerry Patrick position in Q4 2024.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.34% of Tallon Kerry Patrick's portfolio in Q4 2024, its #54 holding.
  • 634 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.