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Polaris Wealth Advisory Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Polaris Wealth Advisory 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
Q4 		– Sell
-66,852
Closed -$2.38M – 179
2019
Q3 		$2.38M Sell
66,852
-5,342
-7% -$196K 0.19% 81
2019
Q2 		$2.65M Sell
72,194
-37,418
-34% -$1.34M 0.2% 72
2019
Q1 		$3.9M Buy
109,612
+164
+0.1% +$5.55K 0.29% 60
2018
Q4 		$3.38M Buy
109,448
+31,927
+41% +$1.07M 0.32% 59
2018
Q3 		$2.81M Sell
77,521
-987
-1% -$35.1K 0.19% 80
2018
Q2 		$2.58M Sell
78,508
-363
-0.5% -$12.3K 0.22% 69
2018
Q1 		$2.59M Buy
+78,871
New +$2.67M 0.21% 71

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
AFG
Affinia Financial Group Burlington, Massachusetts $144M AUM 15.67% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return

Polaris Wealth Advisory Group's SPTM Position: Q4 2019 in Review

Polaris Wealth Advisory Group sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2019, closing a stake of 66,852 shares — an estimated $2.38M sold.

Polaris Wealth Advisory Group first reported a position in SPTM in Q1 2018 and held it in 7 quarters. The position peaked at $3.9M in Q1 2019. 289 funds tracked by Wall St. Rank hold SPTM as of Q4 2019.

  • Polaris Wealth Advisory Group reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q4 2019 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 66,852 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2019, an estimated $2.38M.
  • Polaris Wealth Advisory Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2018 and held it in 7 quarters.
  • Polaris Wealth Advisory Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $3.9M in Q1 2019.
  • 289 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2019, filed 29 Jan 2020.