Zullo Investment Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Zullo Investment Group’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 Q1	–	Sell	-258	Closed	-$12.2K	–	632
2022 Q4	$12.2K	Hold	258	–	–	0.01%	468
2022 Q3	$11K	Hold	258	–	–	0.01%	477
2022 Q2	$12K	Hold	258	–	–	0.01%	469
2022 Q1	$14K	Hold	258	–	–	0.01%	478
2021 Q4	$15K	Buy	+258	New	+$14.6K	0.01%	472

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

Zullo Investment Group's SPTM Position: Q1 2023 in Review

Zullo Investment Group sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2023, closing a stake of 258 shares — an estimated $12.2K sold.

Zullo Investment Group first reported a position in SPTM in Q4 2021 and held it in 5 quarters. The position peaked at $15K in Q4 2021. 483 funds tracked by Wall St. Rank hold SPTM as of Q1 2023.

Zullo Investment Group reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 258 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2023, an estimated $12.2K.
Zullo Investment Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $15K in Q4 2021.
483 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.