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

West 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
2023 Q2	–	Sell	-307	Closed	-$15.5K	–	200
2023 Q1	$15.5K	Hold	307	–	–	﹤0.01%	112
2022 Q4	$14.5K	Hold	307	–	–	﹤0.01%	111
2022 Q3	$14K	Hold	307	–	–	﹤0.01%	133
2022 Q2	$14K	Hold	307	–	–	﹤0.01%	125
2022 Q1	$17K	Buy	307 +85	+38%	+$4.66K	﹤0.01%	127
2021 Q4	$13K	Hold	222	–	–	﹤0.01%	146
2021 Q3	$12K	Hold	222	–	–	﹤0.01%	126
2021 Q2	$12K	Hold	222	–	–	﹤0.01%	120
2021 Q1	$11K	Hold	222	–	–	﹤0.01%	122
2020 Q4	$10K	Buy	+222	New	+$9.68K	﹤0.01%	123

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 $21.3B AUM 22.13% 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

West Financial Advisors's SPTM Position: Q2 2023 in Review

West Financial Advisors sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2023, closing a stake of 307 shares — an estimated $15.5K sold.

West Financial Advisors first reported a position in SPTM in Q4 2020 and held it in 10 quarters. The position peaked at $17K in Q1 2022. 504 funds tracked by Wall St. Rank hold SPTM as of Q2 2023.

West Financial Advisors 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.
West Financial Advisors sold 307 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2023, an estimated $15.5K.
West Financial Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2020 and held it in 10 quarters.
West Financial Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $17K in Q1 2022.
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 West Financial Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.