Personal Financial Consultants’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Personal Financial Consultants’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
2019 Q2	$778K	Buy	21,352 +5,729	+37%	+$205K	0.58%	16
2019 Q1	$550K	Sell	15,623 -16,568	-51%	-$561K	0.42%	19
2018 Q4	$995K	Buy	32,191 +25,883	+410%	+$864K	0.84%	21
2018 Q3	$228K	Buy	+6,308	New	+$224K	0.17%	38

Other funds holding SPTM

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

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

AAS

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

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AWA

ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Personal Financial Consultants's SPTM Position: Q2 2019 in Review

Personal Financial Consultants increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 37% in Q2 2019, buying an estimated $205K and bringing the position to 21,352 shares worth $778K. The position accounts for 0.58% of the portfolio, ranked #16.

Personal Financial Consultants first reported a position in SPTM in Q3 2018 and has held it in 4 quarters since. The position peaked at $995K in Q4 2018. 214 funds tracked by Wall St. Rank hold SPTM as of Q2 2019.

Personal Financial Consultants held 21,352 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $778K as of Q2 2019.
Personal Financial Consultants bought 5,729 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2019, an estimated $205K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.58% of Personal Financial Consultants's portfolio in Q2 2019, its #16 holding.
Personal Financial Consultants first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2018 and has held it in 4 quarters since.
Personal Financial Consultants's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $995K in Q4 2018.
214 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2019.

Based on Personal Financial Consultants's 13F filing for Q2 2019, filed 25 Jul 2019.