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

Credit Suisse’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	-6,033	Closed	-$212K	–	4230
2019 Q1	$212K	Sell	6,033 -11,748	-66%	-$398K	﹤0.01%	3742
2018 Q4	$550K	Buy	17,781 +6,912	+64%	+$231K	﹤0.01%	3191
2018 Q3	$393K	Sell	10,869 -4,713	-30%	-$168K	﹤0.01%	3415
2018 Q2	$530K	Buy	+15,582	New	+$526K	﹤0.01%	3390

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

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) 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

Credit Suisse's SPTM Position: Q2 2019 in Review

Credit Suisse sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2019, closing a stake of 6,033 shares — an estimated $212K sold.

Credit Suisse first reported a position in SPTM in Q2 2018 and held it in 4 quarters. The position peaked at $550K in Q4 2018. 214 funds tracked by Wall St. Rank hold SPTM as of Q2 2019.

Credit Suisse 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.
Credit Suisse sold 6,033 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2019, an estimated $212K.
Credit Suisse first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2018 and held it in 4 quarters.
Credit Suisse's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $550K 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 Credit Suisse's 13F filing for Q2 2019, filed 14 Aug 2019.