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First Allied Advisory Services’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

First Allied Advisory Services’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
Q4 		– Sell
-375
Closed -$14K – 1566
2019
Q3 		$14K Buy
+375
New +$13.7K ﹤0.01% 1509
2018
Q1 		– Sell
-420
Closed -$14K – 1467
2017
Q4 		$14K Buy
+420
New +$13.6K ﹤0.01% 1429

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
AFG
Affinia Financial Group Burlington, Massachusetts $144M AUM 15.67% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return

First Allied Advisory Services's SPTM Position: Q4 2019 in Review

First Allied Advisory Services sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2019, closing a stake of 375 shares — an estimated $14K sold.

First Allied Advisory Services first reported a position in SPTM in Q4 2017 and held it in 2 quarters. The position peaked at $14K in Q3 2019. 289 funds tracked by Wall St. Rank hold SPTM as of Q4 2019.

  • First Allied Advisory Services reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q4 2019 after selling out during the quarter.
  • First Allied Advisory Services sold 375 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2019, an estimated $14K.
  • First Allied Advisory Services first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2017 and held it in 2 quarters.
  • First Allied Advisory Services's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $14K in Q3 2019.
  • 289 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.