MUFG Americas’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

MUFG Americas’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	-1,112	Closed	-$42K	–	688
2020 Q2	$42K	Hold	1,112	–	–	﹤0.01%	505
2020 Q1	$35K	Hold	1,112	–	–	﹤0.01%	535
2019 Q4	$44K	Hold	1,112	–	–	﹤0.01%	552
2019 Q3	$41K	Buy	+1,112	New	+$40.8K	﹤0.01%	557

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

MUFG Americas's SPTM Position: Q3 2020 in Review

MUFG Americas sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2020, closing a stake of 1,112 shares — an estimated $42K sold.

MUFG Americas first reported a position in SPTM in Q3 2019 and held it in 4 quarters. The position peaked at $44K in Q4 2019. 303 funds tracked by Wall St. Rank hold SPTM as of Q3 2020.

MUFG Americas 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.
MUFG Americas sold 1,112 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2020, an estimated $42K.
MUFG Americas first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2019 and held it in 4 quarters.
MUFG Americas's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $44K 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 MUFG Americas's 13F filing for Q3 2020, filed 3 Nov 2020.