TWP
SPTM icon

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

TFO Wealth Partners’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
Q2 		– Sell
-154
Closed -$9.88K – 655
2024
Q1 		$9.88K Sell
154
-17
-10% -$1.04K ﹤0.01% 93
2023
Q4 		$9.99K Sell
171
-37
-18% -$2.02K ﹤0.01% 96
2023
Q3 		$11.3K Hold
208
– – ﹤0.01% 159
2023
Q2 		$11.3K Sell
208
-7
-3% -$361 ﹤0.01% 149
2023
Q1 		$10.8K Buy
215
+204
+1,855% +$10.1K ﹤0.01% 107
2022
Q4 		$816 Sell
11
-331
-97% -$15.7K ﹤0.01% 403
2022
Q3 		$15K Sell
342
-188
-35% -$9.2K ﹤0.01% 78
2022
Q2 		$25K Sell
530
-157
-23% -$7.93K 0.01% 81
2022
Q1 		$38K Buy
687
+281
+69% +$15.4K 0.01% 80
2021
Q4 		$23K Sell
406
-4
-1% -$226 ﹤0.01% 76
2021
Q3 		$22K Sell
410
-18
-4% -$979 ﹤0.01% 75
2021
Q2 		$23K Sell
428
-7
-2% -$362 ﹤0.01% 50
2021
Q1 		$21K Sell
435
-6
-1% -$287 0.01% 102
2020
Q4 		$20K Buy
+441
New +$19.2K 0.01% 64
2020
Q3 		– Sell
-435
Closed -$16K – 185
2020
Q2 		$16K Sell
435
-85
-16% -$3.04K 0.01% 70
2020
Q1 		$16K Sell
520
-105
-17% -$3.95K 0.01% 79
2019
Q4 		$24K Buy
+625
New +$23.8K 0.02% 91

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 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 $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TFO Wealth Partners's SPTM Position: Q2 2024 in Review

TFO Wealth Partners sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2024, closing a stake of 154 shares — an estimated $9.88K sold.

TFO Wealth Partners first reported a position in SPTM in Q4 2019 and held it in 17 quarters. The position peaked at $38K in Q1 2022. 564 funds tracked by Wall St. Rank hold SPTM as of Q2 2024.

  • TFO Wealth Partners reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 154 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2024, an estimated $9.88K.
  • TFO Wealth Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and held it in 17 quarters.
  • TFO Wealth Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $38K in Q1 2022.
  • 564 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.