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

Centaurus Financial’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
2018
Q3 		– Sell
-24,147
Closed -$821K – 1832
2018
Q2 		$821K Buy
+24,147
New +$815K 0.11% 197

Other funds holding SPTM

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Centaurus Financial's SPTM Position: Q3 2018 in Review

Centaurus Financial sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2018, closing a stake of 24,147 shares — an estimated $821K sold.

Centaurus Financial first reported a position in SPTM in Q2 2018 and held it in 1 quarter. The position peaked at $821K in Q2 2018. 169 funds tracked by Wall St. Rank hold SPTM as of Q3 2018.

  • Centaurus Financial reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 24,147 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2018, an estimated $821K.
  • Centaurus Financial first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2018 and held it in 1 quarter.
  • Centaurus Financial's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $821K in Q2 2018.
  • 169 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.