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

Voya 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
2021 Q2	–	Sell	-312,670	Closed	-$15.3M	–	559
2021 Q1	$15.3M	Buy	312,670 +216,588	+225%	+$10.4M	0.6%	27
2020 Q4	$4.41M	Buy	96,082 +61,632	+179%	+$2.69M	0.19%	87
2020 Q3	$1.4M	Buy	34,450 +4,969	+17%	+$201K	0.07%	215
2020 Q2	$1.1M	Buy	+29,481	New	+$1.05M	0.06%	235

Other funds holding SPTM

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Voya Financial Advisors's SPTM Position: Q2 2021 in Review

Voya Financial Advisors sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2021, closing a stake of 312,670 shares — an estimated $15.3M sold.

Voya Financial Advisors first reported a position in SPTM in Q2 2020 and held it in 4 quarters. The position peaked at $15.3M in Q1 2021. 390 funds tracked by Wall St. Rank hold SPTM as of Q2 2021.

Voya Financial Advisors reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2021 after selling out during the quarter.
Voya Financial Advisors sold 312,670 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2021, an estimated $15.3M.
Voya Financial Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2020 and held it in 4 quarters.
Voya Financial Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $15.3M in Q1 2021.
390 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2021.

Based on Voya Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.