IIC
SPTM icon

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

Integrated Investment Consultants’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
2017
Q2 		– Sell
-222
Closed -$7K – 601
2017
Q1 		$7K Hold
222
– – ﹤0.01% 530
2016
Q4 		$6K Hold
222
– – ﹤0.01% 537
2016
Q3 		$6K Hold
222
– – ﹤0.01% 546
2016
Q2 		$6K Hold
222
– – ﹤0.01% 554
2016
Q1 		$6K Buy
+222
New +$5.33K ﹤0.01% 543

Other funds holding SPTM

SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $953M AUM 18.74% 1-Year Est. Return
BCB
Brian C. Broderick $542M AUM 20.28% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Integrated Investment Consultants's SPTM Position: Q2 2017 in Review

Integrated Investment Consultants sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2017, closing a stake of 222 shares — an estimated $7K sold.

Integrated Investment Consultants first reported a position in SPTM in Q1 2016 and held it in 5 quarters. The position peaked at $7K in Q1 2017. 44 funds tracked by Wall St. Rank hold SPTM as of Q2 2017.

  • Integrated Investment Consultants reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2017 after selling out during the quarter.
  • Integrated Investment Consultants sold 222 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2017, an estimated $7K.
  • Integrated Investment Consultants first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2016 and held it in 5 quarters.
  • Integrated Investment Consultants's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $7K in Q1 2017.
  • 44 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2017.

Based on Integrated Investment Consultants's 13F filing for Q2 2017, filed 13 Jul 2017.