Clear Perspective Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Clear Perspective 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 Q1	–	Sell	-10,383	Closed	-$321K	–	146
2018 Q4	$321K	Buy	+10,383	New	+$347K	0.27%	94
2018 Q3	–	Sell	-350	Closed	-$12K	–	393
2018 Q2	$12K	Buy	350 +325	+1,300%	+$11K	0.01%	355
2018 Q1	$1K	Buy	+25	New	+$847	﹤0.01%	481

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

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

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

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

Clear Perspective Advisors's SPTM Position: Q1 2019 in Review

Clear Perspective Advisors sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2019, closing a stake of 10,383 shares — an estimated $321K sold.

Clear Perspective Advisors first reported a position in SPTM in Q1 2018 and held it in 3 quarters. The position peaked at $321K in Q4 2018. 204 funds tracked by Wall St. Rank hold SPTM as of Q1 2019.

Clear Perspective Advisors reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2019 after selling out during the quarter.
Clear Perspective Advisors sold 10,383 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2019, an estimated $321K.
Clear Perspective Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2018 and held it in 3 quarters.
Clear Perspective Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $321K in Q4 2018.
204 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2019.

Based on Clear Perspective Advisors's 13F filing for Q1 2019, filed 8 May 2019.