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

Westover Capital 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
2022 Q2	–	Sell	-7,380	Closed	-$410K	–	189
2022 Q1	$410K	Sell	7,380 -1,436	-16%	-$78.7K	0.13%	113
2021 Q4	$515K	Buy	8,816 +314	+4%	+$17.8K	0.15%	107
2021 Q3	$451K	Buy	8,502 +909	+12%	+$49.5K	0.14%	107
2021 Q2	$402K	Buy	7,593 +84	+1%	+$4.35K	0.13%	115
2021 Q1	$369K	Buy	7,509 +1,013	+16%	+$48.4K	0.13%	117
2020 Q4	$299K	Buy	6,496 +601	+10%	+$26.2K	0.11%	118
2020 Q3	$241K	Buy	+5,895	New	+$239K	0.1%	121

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Westover Capital Advisors's SPTM Position: Q2 2022 in Review

Westover Capital Advisors sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2022, closing a stake of 7,380 shares — an estimated $410K sold.

Westover Capital Advisors first reported a position in SPTM in Q3 2020 and held it in 7 quarters. The position peaked at $515K in Q4 2021. 456 funds tracked by Wall St. Rank hold SPTM as of Q2 2022.

Westover Capital Advisors reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2022 after selling out during the quarter.
Westover Capital Advisors sold 7,380 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2022, an estimated $410K.
Westover Capital Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2020 and held it in 7 quarters.
Westover Capital Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $515K in Q4 2021.
456 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2022.

Based on Westover Capital Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.