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Advisory Alpha’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Advisory Alpha’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
2020
Q2 		– Sell
-354
Closed -$12K – 539
2020
Q1 		$12K Sell
354
-210
-37% -$7.9K ﹤0.01% 386
2019
Q4 		$22.9K Sell
564
-290
-34% -$11.1K 0.01% 388
2019
Q3 		$30.8K Sell
854
-15,531
-95% -$569K 0.01% 307
2019
Q2 		$605K Buy
16,385
+15,463
+1,677% +$554K 0.2% 58
2019
Q1 		$33K Buy
+922
New +$31.2K 0.01% 282

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Advisory Alpha's SPTM Position: Q2 2020 in Review

Advisory Alpha sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2020, closing a stake of 354 shares — an estimated $12K sold.

Advisory Alpha first reported a position in SPTM in Q1 2019 and held it in 5 quarters. The position peaked at $605K in Q2 2019. 298 funds tracked by Wall St. Rank hold SPTM as of Q2 2020.

  • Advisory Alpha reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2020 after selling out during the quarter.
  • Advisory Alpha sold 354 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2020, an estimated $12K.
  • Advisory Alpha first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2019 and held it in 5 quarters.
  • Advisory Alpha's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $605K in Q2 2019.
  • 298 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2020.

Based on Advisory Alpha's 13F filing for Q2 2020, filed 14 Aug 2020.