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Planning Solutions Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Planning Solutions Group’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 		$1.16M Sell
31,841
-200
-0.6% -$7.17K 0.6% 33
2019
Q1 		$1.13M Buy
32,041
+1,098
+4% +$37.2K 0.6% 34
2018
Q4 		$956K Buy
+30,943
New +$1.03M 0.58% 34

Other funds holding SPTM

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

Planning Solutions Group's SPTM Position: Q2 2019 in Review

Planning Solutions Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.62% in Q2 2019, selling an estimated $7.17K and leaving 31,841 shares worth $1.16M. The position accounts for 0.6% of the portfolio, ranked #33.

Planning Solutions Group first reported a position in SPTM in Q4 2018 and has held it in 3 quarters since. 214 funds tracked by Wall St. Rank hold SPTM as of Q2 2019.

  • Planning Solutions Group held 31,841 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.16M as of Q2 2019.
  • Planning Solutions Group sold 200 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2019, an estimated $7.17K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.6% of Planning Solutions Group's portfolio in Q2 2019, its #33 holding.
  • Planning Solutions Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2018 and has held it in 3 quarters since.
  • 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 Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.