Firestone Capital Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Firestone Capital Management’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
2021 Q4	–	Sell	-45	Closed	-$2K	–	401
2021 Q3	$2K	Hold	45	–	–	﹤0.01%	449
2021 Q2	$2K	Hold	45	–	–	﹤0.01%	440
2021 Q1	$2K	Hold	45	–	–	﹤0.01%	453
2020 Q4	$2K	Hold	45	–	–	﹤0.01%	440
2020 Q3	$2K	Hold	45	–	–	﹤0.01%	393
2020 Q2	$2K	Hold	45	–	–	﹤0.01%	411
2020 Q1	$1K	Sell	45 -70	-61%	-$2.63K	﹤0.01%	431
2019 Q4	$5K	Buy	+115	New	+$4.38K	﹤0.01%	386

Other funds holding SPTM

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

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

AAS

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

PAG

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFP

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TAIM

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

Firestone Capital Management's SPTM Position: Q4 2021 in Review

Firestone Capital Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2021, closing a stake of 45 shares — an estimated $2K sold.

Firestone Capital Management first reported a position in SPTM in Q4 2019 and held it in 8 quarters. The position peaked at $5K in Q4 2019. 467 funds tracked by Wall St. Rank hold SPTM as of Q4 2021.

Firestone Capital Management reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q4 2021 after selling out during the quarter.
Firestone Capital Management sold 45 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2021, an estimated $2K.
Firestone Capital Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and held it in 8 quarters.
Firestone Capital Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $5K in Q4 2019.
467 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2021.

Based on Firestone Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.