Trust Company of Vermont’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Trust Company of Vermont’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 Q2	–	Sell	-127	Closed	-$6.41K	–	900
2023 Q1	$6.41K	Hold	127	–	–	﹤0.01%	756
2022 Q4	$6.01K	Hold	127	–	–	﹤0.01%	757
2022 Q3	$5K	Hold	127	–	–	﹤0.01%	840
2022 Q2	$6K	Buy	+127	New	+$6.41K	﹤0.01%	772
2022 Q1	–	Sell	-127	Closed	-$7K	–	674
2021 Q4	$7K	Buy	+127	New	+$7.19K	﹤0.01%	703
2021 Q3	–	Sell	-121	Closed	-$6K	–	647
2021 Q2	$6K	Hold	121	–	–	﹤0.01%	682
2021 Q1	$6K	Buy	+121	New	+$5.79K	﹤0.01%	673

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Trust Company of Vermont's SPTM Position: Q2 2023 in Review

Trust Company of Vermont sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2023, closing a stake of 127 shares — an estimated $6.41K sold.

Trust Company of Vermont first reported a position in SPTM in Q1 2021 and held it in 7 quarters. The position peaked at $7K in Q4 2021. 504 funds tracked by Wall St. Rank hold SPTM as of Q2 2023.

Trust Company of Vermont reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2023 after selling out during the quarter.
Trust Company of Vermont sold 127 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2023, an estimated $6.41K.
Trust Company of Vermont first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2021 and held it in 7 quarters.
Trust Company of Vermont's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $7K in Q4 2021.
504 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2023.

Based on Trust Company of Vermont's 13F filing for Q2 2023, filed 17 Jul 2023.