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CFO4Life Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

CFO4Life Group’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
Q2 		– Sell
-24,667
Closed -$868K – 128
2019
Q1 		$868K Sell
24,667
-622,837
-96% -$21.1M 0.41% 41
2018
Q4 		$20M Buy
+647,504
New +$21.6M 8.8% 2

Other funds holding SPTM

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
BL
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
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 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
Carson Wealth (CWM LLC)
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

CFO4Life Group's SPTM Position: Q2 2019 in Review

CFO4Life Group sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2019, closing a stake of 24,667 shares — an estimated $868K sold.

CFO4Life Group first reported a position in SPTM in Q4 2018 and held it in 2 quarters. The position peaked at $20M in Q4 2018. 214 funds tracked by Wall St. Rank hold SPTM as of Q2 2019.

  • CFO4Life Group reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2019 after selling out during the quarter.
  • CFO4Life Group sold 24,667 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2019, an estimated $868K.
  • CFO4Life Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2018 and held it in 2 quarters.
  • CFO4Life Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $20M in Q4 2018.
  • 214 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2019.

Based on CFO4Life Group's 13F filing for Q2 2019, filed 29 Jul 2019.