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

Teamwork Financial 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
2022 Q1	–	Sell	-4,892	Closed	-$286K	–	324
2021 Q4	$286K	Buy	4,892 +1	+0%	+$57	0.05%	244
2021 Q3	$259K	Sell	4,891 -188	-4%	-$10.2K	0.05%	231
2021 Q2	$269K	Sell	5,079 -34	-0.7%	-$1.76K	0.05%	213
2021 Q1	$252K	Sell	5,113 -40	-0.8%	-$1.91K	0.06%	209
2020 Q4	$237K	Buy	5,153 +3	+0.1%	+$131	0.06%	181
2020 Q3	$211K	Sell	5,150 -524	-9%	-$21.2K	0.07%	171
2020 Q2	$214K	Buy	+5,674	New	+$203K	0.08%	171
2020 Q1	–	Sell	-5,620	Closed	-$224K	–	134
2019 Q4	$224K	Buy	+5,620	New	+$214K	0.13%	101

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SFP

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

Teamwork Financial Advisors's SPTM Position: Q1 2022 in Review

Teamwork Financial Advisors sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2022, closing a stake of 4,892 shares — an estimated $286K sold.

Teamwork Financial Advisors first reported a position in SPTM in Q4 2019 and held it in 8 quarters. The position peaked at $286K in Q4 2021. 464 funds tracked by Wall St. Rank hold SPTM as of Q1 2022.

Teamwork Financial Advisors reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 4,892 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2022, an estimated $286K.
Teamwork Financial Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and held it in 8 quarters.
Teamwork Financial Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $286K in Q4 2021.
464 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2022.

Based on Teamwork Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.