BB&T Securities’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

BB&T Securities’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	$7.49M	Buy	204,627 +48,281	+31%	+$1.77M	0.07%	324
2019 Q2	$5.7M	Sell	156,346 -180,854	-54%	-$6.48M	0.05%	365
2019 Q1	$11.9M	Buy	337,200 +330,513	+4,943%	+$11.2M	0.11%	236
2018 Q4	$206K	Sell	6,687 -557,806	-99%	-$18.6M	﹤0.01%	1347
2018 Q3	$20.4M	Buy	564,493 +555,178	+5,960%	+$19.8M	0.2%	126
2018 Q2	$316K	Buy	9,315 +2,783	+43%	+$93.9K	﹤0.01%	1258
2018 Q1	$214K	Hold	6,532	–	–	﹤0.01%	1374
2017 Q4	$216K	Buy	6,532 +76	+1%	+$2.46K	﹤0.01%	1316
2017 Q3	$202K	Buy	+6,456	New	+$198K	﹤0.01%	1297

Other funds holding SPTM

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

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

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

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

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

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

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

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

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

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