DT Investment Partners’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

DT Investment Partners’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
2020 Q3	–	Sell	-41,677	Closed	-$1.57M	–	115
2020 Q2	$1.57M	Hold	41,677	–	–	0.2%	49
2020 Q1	$1.31M	Hold	41,677	–	–	0.21%	46
2019 Q4	$1.66M	Hold	41,677	–	–	0.15%	79
2019 Q3	$1.53M	Hold	41,677	–	–	0.2%	53
2019 Q2	$1.52M	Sell	41,677 -925	-2%	-$33.1K	0.21%	52
2019 Q1	$1.5M	Buy	+42,602	New	+$1.44M	0.21%	50

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

SFP

Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

First Quadrant Glendale, California $18M AUM 24.2% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

DT Investment Partners's SPTM Position: Q3 2020 in Review

DT Investment Partners sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2020, closing a stake of 41,677 shares — an estimated $1.57M sold.

DT Investment Partners first reported a position in SPTM in Q1 2019 and held it in 6 quarters. The position peaked at $1.66M in Q4 2019. 303 funds tracked by Wall St. Rank hold SPTM as of Q3 2020.

DT Investment Partners reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q3 2020 after selling out during the quarter.
DT Investment Partners sold 41,677 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2020, an estimated $1.57M.
DT Investment Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2019 and held it in 6 quarters.
DT Investment Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.66M in Q4 2019.
303 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2020.

Based on DT Investment Partners's 13F filing for Q3 2020, filed 29 Oct 2020.