Guidant Wealth Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Guidant Wealth Advisors’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 Q3	$934K	Sell	25,411 -679	-3%	-$24.9K	0.35%	47
2019 Q2	$951K	Sell	26,090 -3,248	-11%	-$116K	0.37%	48
2019 Q1	$1.03M	Sell	29,338 -486	-2%	-$16.4K	0.4%	46
2018 Q4	$921K	Sell	29,824 -6,620	-18%	-$221K	0.43%	48
2018 Q3	$1.32M	Sell	36,444 -864	-2%	-$30.7K	0.55%	22
2018 Q2	$1.28M	Sell	37,308 -3,099	-8%	-$105K	0.56%	23
2018 Q1	$1.3M	Sell	40,407 -11,583	-22%	-$392K	0.59%	22
2017 Q4	$1.77M	Buy	51,990 +6,030	+13%	+$195K	0.79%	21
2017 Q3	$1.46M	Sell	45,960 -1,272	-3%	-$38.9K	1.03%	21
2017 Q2	$1.42M	Buy	47,232 +294	+0.6%	+$8.76K	0.73%	35
2017 Q1	$1.37M	Sell	46,938 -5,040	-10%	-$146K	0.72%	35
2016 Q4	$1.47M	Sell	51,978 -13,458	-21%	-$366K	0.84%	36
2016 Q3	$1.74M	Buy	+65,436	New	+$1.75M	1.07%	32

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

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

SFP

Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 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

Guidant Wealth Advisors's SPTM Position: Q3 2019 in Review

Guidant Wealth Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.6% in Q3 2019, selling an estimated $24.9K and leaving 25,411 shares worth $934K. The position accounts for 0.35% of the portfolio, ranked #47.

Guidant Wealth Advisors first reported a position in SPTM in Q3 2016 and has held it in 13 quarters since. The position peaked at $1.77M in Q4 2017. 227 funds tracked by Wall St. Rank hold SPTM as of Q3 2019.

Guidant Wealth Advisors held 25,411 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $934K as of Q3 2019.
Guidant Wealth Advisors sold 679 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2019, an estimated $24.9K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.35% of Guidant Wealth Advisors's portfolio in Q3 2019, its #47 holding.
Guidant Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.77M in Q4 2017.
227 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.