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TD Ameritrade Investment Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-1,126,375
Closed -$61.3M – 420
2023
Q2 		$61.3M Sell
1,126,375
-53,301
-5% -$2.75M 0.65% 31
2023
Q1 		$59.5M Sell
1,179,676
-64,120
-5% -$3.17M 0.61% 31
2022
Q4 		$58.8M Sell
1,243,796
-89,448
-7% -$4.25M 0.59% 33
2022
Q3 		$58.8M Sell
1,333,244
-68,736
-5% -$3.37M 0.59% 32
2022
Q2 		$65.2M Buy
1,401,980
+210,715
+18% +$10.6M 0.58% 32
2022
Q1 		$66.2M Buy
1,191,265
+46,034
+4% +$2.52M 0.49% 37
2021
Q4 		$66.9M Sell
1,145,231
-36,189
-3% -$2.05M 0.47% 37
2021
Q3 		$48.3M Buy
1,181,420
+94,168
+9% +$5.12M 0.39% 40
2021
Q2 		$57.6M Sell
1,087,252
-65,055
-6% -$3.37M 0.41% 41
2021
Q1 		$53.1M Hold
1,152,307
– – 0.4% 40
2020
Q4 		$53.1M Sell
1,152,307
-29,113
-2% -$1.27M 0.4% 40
2020
Q3 		$48.3M Sell
1,181,420
-27,069
-2% -$1.1M 0.39% 40
2020
Q2 		$45.7M Sell
1,208,489
-23,269
-2% -$832K 0.38% 42
2020
Q1 		$38.7M Buy
1,231,758
+360,260
+41% +$13.6M 0.36% 43
2019
Q4 		$34.7M Buy
871,498
+14,642
+2% +$558K 0.26% 49
2019
Q3 		$31.5M Sell
856,856
-36,142
-4% -$1.32M 0.25% 49
2019
Q2 		$32.6M Sell
892,998
-39,259
-4% -$1.41M 0.26% 44
2019
Q1 		$32.8M Buy
+932,257
New +$31.5M 0.28% 44

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
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

TD Ameritrade Investment Management's SPTM Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2023, closing a stake of 1,126,375 shares — an estimated $61.3M sold.

TD Ameritrade Investment Management first reported a position in SPTM in Q1 2019 and held it in 18 quarters. The position peaked at $66.9M in Q4 2021. 507 funds tracked by Wall St. Rank hold SPTM as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 1,126,375 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2023, an estimated $61.3M.
  • TD Ameritrade Investment Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2019 and held it in 18 quarters.
  • TD Ameritrade Investment Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $66.9M in Q4 2021.
  • 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 TD Ameritrade Investment Management's 13F filing for Q3 2023.