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

V Wealth 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
2023
Q3 		– Sell
-19,932
Closed -$1.09M – 325
2023
Q2 		$1.09M Sell
19,932
-543
-3% -$28K 0.18% 108
2023
Q1 		$1.03M Sell
20,475
-82
-0.4% -$4.05K 0.19% 114
2022
Q4 		$972K Buy
20,557
+5,140
+33% +$244K 0.2% 116
2022
Q3 		$680K Buy
15,417
+877
+6% +$42.9K 0.14% 152
2022
Q2 		$676K Buy
14,540
+204
+1% +$10.3K 0.13% 179
2022
Q1 		$797K Buy
14,336
+755
+6% +$41.4K 0.13% 179
2021
Q4 		$794K Sell
13,581
-299
-2% -$16.9K 0.12% 176
2021
Q3 		$735K Buy
13,880
+1,313
+10% +$71.4K 0.11% 187
2021
Q2 		$663K Buy
12,567
+449
+4% +$23.2K 0.11% 217
2021
Q1 		$596K Buy
12,118
+573
+5% +$27.4K 0.11% 215
2020
Q4 		$532K Buy
+11,545
New +$503K 0.11% 199
2020
Q3 		– Sell
-6,645
Closed -$251K – 322
2020
Q2 		$251K Buy
6,645
+160
+2% +$5.72K 0.07% 297
2020
Q1 		$204K Buy
+6,485
New +$244K 0.06% 288

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

V Wealth Advisors's SPTM Position: Q3 2023 in Review

V Wealth Advisors sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2023, closing a stake of 19,932 shares — an estimated $1.09M sold.

V Wealth Advisors first reported a position in SPTM in Q1 2020 and held it in 13 quarters. The position peaked at $1.09M in Q2 2023. 507 funds tracked by Wall St. Rank hold SPTM as of Q3 2023.

  • V Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 19,932 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2023, an estimated $1.09M.
  • V Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2020 and held it in 13 quarters.
  • V Wealth Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.09M 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 V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.