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Ranch Capital Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Ranch Capital Advisors’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
Q2 		– Sell
-849
Closed -$26K – 979
2020
Q1 		$26K Buy
849
+5
+0.6% +$188 0.03% 395
2019
Q4 		$34K Buy
+844
New +$32.2K 0.03% 400

Other funds holding SPTM

LPL Financial
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
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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Ranch Capital Advisors's SPTM Position: Q2 2020 in Review

Ranch Capital Advisors sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2020, closing a stake of 849 shares — an estimated $26K sold.

Ranch Capital Advisors first reported a position in SPTM in Q4 2019 and held it in 2 quarters. The position peaked at $34K in Q4 2019. 298 funds tracked by Wall St. Rank hold SPTM as of Q2 2020.

  • Ranch Capital Advisors reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2020 after selling out during the quarter.
  • Ranch Capital Advisors sold 849 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2020, an estimated $26K.
  • Ranch Capital Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and held it in 2 quarters.
  • Ranch Capital Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $34K in Q4 2019.
  • 298 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2020.

Based on Ranch Capital Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.