MCM
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Mainstay Capital Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Mainstay Capital Management’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
2018
Q4 		– Sell
-120
Closed -$4K – 335
2018
Q3 		$4K Hold
120
– – ﹤0.01% 382
2018
Q2 		$4K Buy
+120
New +$4.05K ﹤0.01% 377

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
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Mainstay Capital Management's SPTM Position: Q4 2018 in Review

Mainstay Capital Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2018, closing a stake of 120 shares — an estimated $4K sold.

Mainstay Capital Management first reported a position in SPTM in Q2 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 191 funds tracked by Wall St. Rank hold SPTM as of Q4 2018.

  • Mainstay Capital Management reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q4 2018 after selling out during the quarter.
  • Mainstay Capital Management sold 120 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2018, an estimated $4K.
  • Mainstay Capital Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2018 and held it in 2 quarters.
  • Mainstay Capital Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $4K in Q3 2018.
  • 191 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2018.

Based on Mainstay Capital Management's 13F filing for Q4 2018, filed 8 Feb 2019.