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

TCI 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 Q1	–	Sell	-65	Closed	-$3.07K	–	2629
2022 Q4	$3.07K	Hold	65	–	–	﹤0.01%	1848
2022 Q3	$3K	Hold	65	–	–	﹤0.01%	1837
2022 Q2	$3K	Hold	65	–	–	﹤0.01%	1896
2022 Q1	$4K	Hold	65	–	–	﹤0.01%	1788
2021 Q4	$4K	Hold	65	–	–	﹤0.01%	1896
2021 Q3	$3K	Hold	65	–	–	﹤0.01%	2013
2021 Q2	$3K	Hold	65	–	–	﹤0.01%	1856
2021 Q1	$3K	Hold	65	–	–	﹤0.01%	1590
2020 Q4	$3K	Hold	65	–	–	﹤0.01%	1137
2020 Q3	$3K	Hold	65	–	–	﹤0.01%	1004
2020 Q2	$2K	Hold	65	–	–	﹤0.01%	1128
2020 Q1	$2K	Hold	65	–	–	﹤0.01%	1090
2019 Q4	$3K	Hold	65	–	–	﹤0.01%	1055
2019 Q3	$2K	Hold	65	–	–	﹤0.01%	1141
2019 Q2	$2K	Buy	+65	New	+$2.33K	﹤0.01%	1064
2018 Q4	–	Sell	-105	Closed	-$4K	–	1638
2018 Q3	$4K	Buy	+105	New	+$3.74K	﹤0.01%	857

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIM

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

TCI Wealth Advisors's SPTM Position: Q1 2023 in Review

TCI Wealth Advisors sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2023, closing a stake of 65 shares — an estimated $3.07K sold.

TCI Wealth Advisors first reported a position in SPTM in Q3 2018 and held it in 16 quarters. The position peaked at $4K in Q1 2022. 483 funds tracked by Wall St. Rank hold SPTM as of Q1 2023.

TCI Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 65 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2023, an estimated $3.07K.
TCI Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2018 and held it in 16 quarters.
TCI Wealth Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $4K in Q1 2022.
483 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.