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

All Terrain 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
2019 Q3	–	Sell	-6,219	Closed	-$227K	–	231
2019 Q2	$227K	Sell	6,219 -257	-4%	-$9.21K	0.08%	139
2019 Q1	$228K	Sell	6,476 -948	-13%	-$32.1K	0.08%	145
2018 Q4	$229K	Buy	7,424 +134	+2%	+$4.48K	0.09%	130
2018 Q3	$264K	Buy	7,290 +2	+0%	+$71	0.11%	130
2018 Q2	$248K	Buy	7,288 +382	+6%	+$12.9K	0.11%	125
2018 Q1	$227K	Buy	+6,906	New	+$234K	0.1%	142

Other funds holding SPTM

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

SFP

Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AWA

ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return

BFG

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

All Terrain Financial Advisors's SPTM Position: Q3 2019 in Review

All Terrain Financial Advisors sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2019, closing a stake of 6,219 shares — an estimated $227K sold.

All Terrain Financial Advisors first reported a position in SPTM in Q1 2018 and held it in 6 quarters. The position peaked at $264K in Q3 2018. 227 funds tracked by Wall St. Rank hold SPTM as of Q3 2019.

All Terrain Financial Advisors reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q3 2019 after selling out during the quarter.
All Terrain Financial Advisors sold 6,219 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2019, an estimated $227K.
All Terrain Financial Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2018 and held it in 6 quarters.
All Terrain Financial Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $264K in Q3 2018.
227 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2019.

Based on All Terrain Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.