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

Juncture Wealth Strategies’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
Q1 		– Sell
-6,497
Closed -$201K – 129
2018
Q4 		$201K Buy
6,497
+237
+4% +$7.92K 0.14% 102
2018
Q3 		$227K Buy
+6,260
New +$223K 0.12% 105

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
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
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

Juncture Wealth Strategies's SPTM Position: Q1 2019 in Review

Juncture Wealth Strategies sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2019, closing a stake of 6,497 shares — an estimated $201K sold.

Juncture Wealth Strategies first reported a position in SPTM in Q3 2018 and held it in 2 quarters. The position peaked at $227K in Q3 2018. 204 funds tracked by Wall St. Rank hold SPTM as of Q1 2019.

  • Juncture Wealth Strategies reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2019 after selling out during the quarter.
  • Juncture Wealth Strategies sold 6,497 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2019, an estimated $201K.
  • Juncture Wealth Strategies first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2018 and held it in 2 quarters.
  • Juncture Wealth Strategies's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $227K in Q3 2018.
  • 204 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2019.

Based on Juncture Wealth Strategies's 13F filing for Q1 2019, filed 9 Apr 2019.