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TIAA FSB’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

TIAA FSB’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
Q3 		– Sell
-4,633
Closed -$215K – 594
2022
Q2 		$215K Buy
+4,633
New +$234K ﹤0.01% 553

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

TIAA FSB's SPTM Position: Q3 2022 in Review

TIAA FSB sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2022, closing a stake of 4,633 shares — an estimated $215K sold.

TIAA FSB first reported a position in SPTM in Q2 2022 and held it in 1 quarter. The position peaked at $215K in Q2 2022. 447 funds tracked by Wall St. Rank hold SPTM as of Q3 2022.

  • TIAA FSB reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q3 2022 after selling out during the quarter.
  • TIAA FSB sold 4,633 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2022, an estimated $215K.
  • TIAA FSB first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2022 and held it in 1 quarter.
  • TIAA FSB's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $215K in Q2 2022.
  • 447 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2022.

Based on TIAA FSB's 13F filing for Q3 2022, filed 11 Oct 2022.