SL
SPTM icon

Salomon & Ludwin’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Salomon & Ludwin’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
-660
Closed -$21K – 200
2020
Q1 		$21K Buy
+660
New +$24.8K 0.01% 135

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

Salomon & Ludwin's SPTM Position: Q2 2020 in Review

Salomon & Ludwin sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2020, closing a stake of 660 shares — an estimated $21K sold.

Salomon & Ludwin first reported a position in SPTM in Q1 2020 and held it in 1 quarter. The position peaked at $21K in Q1 2020. 298 funds tracked by Wall St. Rank hold SPTM as of Q2 2020.

  • Salomon & Ludwin 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.
  • Salomon & Ludwin sold 660 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2020, an estimated $21K.
  • Salomon & Ludwin first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2020 and held it in 1 quarter.
  • Salomon & Ludwin's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $21K in Q1 2020.
  • 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 Salomon & Ludwin's 13F filing for Q2 2020, filed 17 Jul 2020.