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

Regions Financial Corp’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 Q1	–	Sell	-10,454	Closed	-$323K	–	2031
2018 Q4	$323K	Buy	+10,454	New	+$349K	﹤0.01%	617
2018 Q3	–	Sell	-1,254	Closed	-$43K	–	2093
2018 Q2	$43K	Buy	+1,254	New	+$42.3K	﹤0.01%	1237

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

BCI

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

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 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

Regions Financial Corp's SPTM Position: Q1 2019 in Review

Regions Financial Corp sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2019, closing a stake of 10,454 shares — an estimated $323K sold.

Regions Financial Corp first reported a position in SPTM in Q2 2018 and held it in 2 quarters. The position peaked at $323K in Q4 2018. 204 funds tracked by Wall St. Rank hold SPTM as of Q1 2019.

Regions Financial Corp reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2019 after selling out during the quarter.
Regions Financial Corp sold 10,454 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2019, an estimated $323K.
Regions Financial Corp first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2018 and held it in 2 quarters.
Regions Financial Corp's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $323K in Q4 2018.
204 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2019.

Based on Regions Financial Corp's 13F filing for Q1 2019, filed 19 Apr 2019.