Braun-Bostich & Associates’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Braun-Bostich & Associates’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 Q4	–	Sell	-9,574	Closed	-$391K	–	189
2020 Q3	$391K	Hold	9,574	–	–	0.39%	35
2020 Q2	$362K	Hold	9,574	–	–	0.35%	52
2020 Q1	$287K	Buy	9,574 +14	+0.1%	+$527	0.37%	58
2019 Q4	$384K	Buy	9,560 +816	+9%	+$31.1K	0.38%	58
2019 Q3	$321K	Buy	8,744 +4,169	+91%	+$153K	0.37%	64
2019 Q2	$167K	Sell	4,575 -801	-15%	-$28.7K	0.17%	106
2019 Q1	$189K	Sell	5,376 -7,252	-57%	-$245K	0.2%	102
2018 Q4	$390K	Hold	12,628	–	–	0.41%	78
2018 Q3	$457K	Sell	12,628 -14	-0.1%	-$498	0.44%	76
2018 Q2	$430K	Buy	12,642 +29	+0.2%	+$979	0.43%	80
2018 Q1	$414K	Buy	12,613 +1,089	+9%	+$36.9K	0.36%	86
2017 Q4	$383K	Buy	+11,524	New	+$373K	0.32%	85

Other funds holding SPTM

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFP

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

First Quadrant Glendale, California $18M AUM 24.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

TAIM

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

BCI

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

Braun-Bostich & Associates's SPTM Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2020, closing a stake of 9,574 shares — an estimated $391K sold.

Braun-Bostich & Associates first reported a position in SPTM in Q4 2017 and held it in 12 quarters. The position peaked at $457K in Q3 2018. 366 funds tracked by Wall St. Rank hold SPTM as of Q4 2020.

Braun-Bostich & Associates reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q4 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 9,574 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2020, an estimated $391K.
Braun-Bostich & Associates first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2017 and held it in 12 quarters.
Braun-Bostich & Associates's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $457K in Q3 2018.
366 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.