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

SkyOak 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
2020
Q1 		– Sell
-15,622
Closed -$623K – 284
2019
Q4 		$623K Buy
+15,622
New +$596K 0.19% 122

Other funds holding SPTM

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SkyOak Wealth's SPTM Position: Q1 2020 in Review

SkyOak Wealth sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2020, closing a stake of 15,622 shares — an estimated $623K sold.

SkyOak Wealth first reported a position in SPTM in Q4 2019 and held it in 1 quarter. The position peaked at $623K in Q4 2019. 281 funds tracked by Wall St. Rank hold SPTM as of Q1 2020.

  • SkyOak Wealth reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2020 after selling out during the quarter.
  • SkyOak Wealth sold 15,622 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2020, an estimated $623K.
  • SkyOak Wealth first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and held it in 1 quarter.
  • SkyOak Wealth's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $623K in Q4 2019.
  • 281 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2020.

Based on SkyOak Wealth's 13F filing for Q1 2020, filed 4 May 2020.