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

Triad 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 Q4	–	Sell	-8,760	Closed	-$386K	–	116
2022 Q3	$386K	Buy	8,760 +143	+2%	+$7K	0.21%	53
2022 Q2	$401K	Sell	8,617 -15,331	-64%	-$774K	0.22%	54
2022 Q1	$1.33M	Sell	23,948 -2,541	-10%	-$139K	0.71%	16
2021 Q4	$1.55M	Buy	+26,489	New	+$1.5M	0.92%	15

Other funds holding SPTM

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

RIM

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Triad Financial Advisors's SPTM Position: Q4 2022 in Review

Triad Financial Advisors sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2022, closing a stake of 8,760 shares — an estimated $386K sold.

Triad Financial Advisors first reported a position in SPTM in Q4 2021 and held it in 4 quarters. The position peaked at $1.55M in Q4 2021. 481 funds tracked by Wall St. Rank hold SPTM as of Q4 2022.

Triad Financial Advisors reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q4 2022 after selling out during the quarter.
Triad Financial Advisors sold 8,760 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2022, an estimated $386K.
Triad Financial Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and held it in 4 quarters.
Triad Financial Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.55M in Q4 2021.
481 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2022.

Based on Triad Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.