Loomis, Sayles & Company’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Loomis, Sayles & Company’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
2021 Q2	–	Sell	-2,760	Closed	-$136K	–	905
2021 Q1	$136K	Hold	2,760	–	–	﹤0.01%	535
2020 Q4	$127K	Hold	2,760	–	–	﹤0.01%	522
2020 Q3	$113K	Hold	2,760	–	–	﹤0.01%	533
2020 Q2	$104K	Hold	2,760	–	–	﹤0.01%	524
2020 Q1	$87K	Hold	2,760	–	–	﹤0.01%	536
2019 Q4	$110K	Hold	2,760	–	–	﹤0.01%	569
2019 Q3	$101K	Hold	2,760	–	–	﹤0.01%	552
2019 Q2	$101K	Hold	2,760	–	–	﹤0.01%	520
2019 Q1	$97K	Hold	2,760	–	–	﹤0.01%	550
2018 Q4	$85K	Buy	+2,760	New	+$92.2K	﹤0.01%	604

Other funds holding SPTM

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

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

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

AAS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFP

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

PAG

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Loomis, Sayles & Company's SPTM Position: Q2 2021 in Review

Loomis, Sayles & Company sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2021, closing a stake of 2,760 shares — an estimated $136K sold.

Loomis, Sayles & Company first reported a position in SPTM in Q4 2018 and held it in 10 quarters. The position peaked at $136K in Q1 2021. 390 funds tracked by Wall St. Rank hold SPTM as of Q2 2021.

Loomis, Sayles & Company reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2021 after selling out during the quarter.
Loomis, Sayles & Company sold 2,760 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2021, an estimated $136K.
Loomis, Sayles & Company first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2018 and held it in 10 quarters.
Loomis, Sayles & Company's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $136K in Q1 2021.
390 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2021.

Based on Loomis, Sayles & Company's 13F filing for Q2 2021, filed 13 Aug 2021.