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

Cordasco Financial Network’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
-845
Closed -$30K – 507
2019
Q1 		$30K Hold
845
– – 0.03% 195
2018
Q4 		$26K Buy
+845
New +$28.2K 0.03% 178

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

Cordasco Financial Network's SPTM Position: Q2 2019 in Review

Cordasco Financial Network sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2019, closing a stake of 845 shares — an estimated $30K sold.

Cordasco Financial Network first reported a position in SPTM in Q4 2018 and held it in 2 quarters. The position peaked at $30K in Q1 2019. 214 funds tracked by Wall St. Rank hold SPTM as of Q2 2019.

  • Cordasco Financial Network 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.
  • Cordasco Financial Network sold 845 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2019, an estimated $30K.
  • Cordasco Financial Network 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.
  • Cordasco Financial Network's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $30K in Q1 2019.
  • 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 Cordasco Financial Network's 13F filing for Q2 2019, filed 10 Jul 2019.