Financial Architects (New Jersey)’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Financial Architects (New Jersey)’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	-2,264	Closed	-$86K	–	698
2020 Q2	$86K	Hold	2,264	–	–	0.02%	344
2020 Q1	$71K	Buy	2,264 +669	+42%	+$25.2K	0.02%	344
2019 Q4	$64K	Hold	1,595	–	–	0.01%	389
2019 Q3	$59K	Buy	+1,595	New	+$58.5K	0.01%	408
2015 Q1	–	Sell	-264	Closed	-$7K	–	1026
2014 Q4	$7K	Hold	264	–	–	﹤0.01%	756
2014 Q3	$7K	Hold	264	–	–	﹤0.01%	692
2014 Q2	$7K	Buy	+264	New	+$6.3K	﹤0.01%	723

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

Financial Architects (New Jersey)'s SPTM Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2020, closing a stake of 2,264 shares — an estimated $86K sold.

Financial Architects (New Jersey) first reported a position in SPTM in Q2 2014 and held it in 7 quarters. The position peaked at $86K in Q2 2020. 303 funds tracked by Wall St. Rank hold SPTM as of Q3 2020.

Financial Architects (New Jersey) 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.
Financial Architects (New Jersey) sold 2,264 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2020, an estimated $86K.
Financial Architects (New Jersey) first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2014 and held it in 7 quarters.
Financial Architects (New Jersey)'s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $86K in Q2 2020.
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 Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.