RW
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REDW Wealth’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

REDW Wealth’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
Q3 		– Sell
-6,529
Closed -$238K – 86
2019
Q2 		$238K Sell
6,529
-63
-1% -$2.26K 0.14% 71
2019
Q1 		$232K Buy
+6,592
New +$223K 0.14% 72

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
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
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 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

REDW Wealth's SPTM Position: Q3 2019 in Review

REDW Wealth sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2019, closing a stake of 6,529 shares — an estimated $238K sold.

REDW Wealth first reported a position in SPTM in Q1 2019 and held it in 2 quarters. The position peaked at $238K in Q2 2019. 227 funds tracked by Wall St. Rank hold SPTM as of Q3 2019.

  • REDW Wealth reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q3 2019 after selling out during the quarter.
  • REDW Wealth sold 6,529 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2019, an estimated $238K.
  • REDW Wealth first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2019 and held it in 2 quarters.
  • REDW Wealth's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $238K in Q2 2019.
  • 227 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2019.

Based on REDW Wealth's 13F filing for Q3 2019, filed 8 Nov 2019.