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

Oak Point 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
2018
Q1 		$1.21M Buy
+37,744
New +$1.28M 1.24% 29

Other funds holding SPTM

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
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
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
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
JWM
Jackson Wealth Management Lake Mary, Florida $972M AUM 22.58% 1-Year Est. Return

Oak Point Wealth Management's SPTM Position: Q1 2018 in Review

Oak Point Wealth Management opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2018: 37,744 shares worth $1.21M. The stake represents 1.24% of the portfolio and ranks #29 among its holdings.

128 funds tracked by Wall St. Rank hold SPTM as of Q1 2018.

  • Oak Point Wealth Management held 37,744 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.21M as of Q1 2018.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Oak Point Wealth Management position in Q1 2018.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.24% of Oak Point Wealth Management's portfolio in Q1 2018, its #29 holding.
  • 128 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.