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Mine & Arao Wealth Creation & Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Mine & Arao Wealth Creation & 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
2020
Q1 		– Sell
-1,858
Closed -$74K – 248
2019
Q4 		$74K Buy
+1,858
New +$70.8K 0.07% 102

Other funds holding SPTM

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's SPTM Position: Q1 2020 in Review

Mine & Arao Wealth Creation & Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2020, closing a stake of 1,858 shares — an estimated $74K sold.

Mine & Arao Wealth Creation & Management first reported a position in SPTM in Q4 2019 and held it in 1 quarter. The position peaked at $74K in Q4 2019. 281 funds tracked by Wall St. Rank hold SPTM as of Q1 2020.

  • Mine & Arao Wealth Creation & Management reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2020 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 1,858 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2020, an estimated $74K.
  • Mine & Arao Wealth Creation & Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and held it in 1 quarter.
  • Mine & Arao Wealth Creation & Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $74K in Q4 2019.
  • 281 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2020.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q1 2020, filed 13 May 2020.