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

Warther Private Wealth’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
2024
Q2 		– Sell
-6,198
Closed -$398K – 92
2024
Q1 		$398K Buy
+6,198
New +$378K 0.18% 41

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Warther Private Wealth's SPTM Position: Q2 2024 in Review

Warther Private Wealth sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2024, closing a stake of 6,198 shares — an estimated $398K sold.

Warther Private Wealth first reported a position in SPTM in Q1 2024 and held it in 1 quarter. The position peaked at $398K in Q1 2024. 564 funds tracked by Wall St. Rank hold SPTM as of Q2 2024.

  • Warther Private Wealth reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2024 after selling out during the quarter.
  • Warther Private Wealth sold 6,198 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2024, an estimated $398K.
  • Warther Private Wealth first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2024 and held it in 1 quarter.
  • Warther Private Wealth's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $398K in Q1 2024.
  • 564 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2024.

Based on Warther Private Wealth's 13F filing for Q2 2024, filed 11 Jul 2024.