Lincoln National Corp’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Lincoln National Corp’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
2020 Q3	–	Sell	-20,160	Closed	-$762K	–	710
2020 Q2	$762K	Sell	20,160 -10,058	-33%	-$360K	0.02%	291
2020 Q1	$950K	Buy	30,218 +424	+1%	+$16K	0.04%	220
2019 Q4	$1.19M	Sell	29,794 -300	-1%	-$11.4K	0.04%	228
2019 Q3	$1.11M	Buy	+30,094	New	+$1.1M	0.04%	209
2018 Q3	–	Sell	-13,037	Closed	-$443K	–	524
2018 Q2	$443K	Buy	13,037 +6,357	+95%	+$215K	0.02%	287
2018 Q1	$219K	Buy	+6,680	New	+$226K	0.01%	431

Other funds holding SPTM

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

AAS

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

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

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

SFP

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

First Quadrant Glendale, California $18M AUM 24.2% 1-Year Est. Return

PAG

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

TAIM

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

Lincoln National Corp's SPTM Position: Q3 2020 in Review

Lincoln National Corp sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2020, closing a stake of 20,160 shares — an estimated $762K sold.

Lincoln National Corp first reported a position in SPTM in Q1 2018 and held it in 6 quarters. The position peaked at $1.19M in Q4 2019. 303 funds tracked by Wall St. Rank hold SPTM as of Q3 2020.

Lincoln National Corp reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q3 2020 after selling out during the quarter.
Lincoln National Corp sold 20,160 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2020, an estimated $762K.
Lincoln National Corp first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2018 and held it in 6 quarters.
Lincoln National Corp's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.19M in Q4 2019.
303 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2020.

Based on Lincoln National Corp's 13F filing for Q3 2020, filed 9 Nov 2020.