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

Moulton Wealth 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	-10,763	Closed	-$430K	–	23
2019 Q4	$430K	Buy	+10,763	New	+$410K	0.36%	23

Other funds holding SPTM

AAS

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Moulton Wealth Management's SPTM Position: Q1 2020 in Review

Moulton Wealth Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2020, closing a stake of 10,763 shares — an estimated $430K sold.

Moulton Wealth Management first reported a position in SPTM in Q4 2019 and held it in 1 quarter. The position peaked at $430K in Q4 2019. 281 funds tracked by Wall St. Rank hold SPTM as of Q1 2020.

Moulton Wealth 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.
Moulton Wealth Management sold 10,763 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2020, an estimated $430K.
Moulton Wealth 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.
Moulton Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $430K 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 Moulton Wealth Management's 13F filing for Q1 2020, filed 13 Apr 2020.