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

TRUADVICE’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 		$1.72M Sell
31,885
-1,462
-4% -$79.9K 0.67% 39
2023
Q2 		$1.83M Buy
33,347
+811
+2% +$41.8K 0.67% 42
2023
Q1 		$1.66M Buy
32,536
+26,531
+442% +$1.31M 0.66% 42
2022
Q4 		$296K Buy
6,005
+352
+6% +$16.7K 0.16% 124
2022
Q3 		$269K Buy
+5,653
New +$277K 0.15% 114

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

TRUADVICE's SPTM Position: Q3 2023 in Review

TRUADVICE reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 4.4% in Q3 2023, selling an estimated $79.9K and leaving 31,885 shares worth $1.72M. The position accounts for 0.67% of the portfolio, ranked #39.

TRUADVICE first reported a position in SPTM in Q3 2022 and has held it in 5 quarters since. The position peaked at $1.83M in Q2 2023. 507 funds tracked by Wall St. Rank hold SPTM as of Q3 2023.

  • TRUADVICE held 31,885 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.72M as of Q3 2023.
  • TRUADVICE sold 1,462 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2023, an estimated $79.9K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.67% of TRUADVICE's portfolio in Q3 2023, its #39 holding.
  • TRUADVICE first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2022 and has held it in 5 quarters since.
  • TRUADVICE's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.83M in Q2 2023.
  • 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 TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.