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Sonora Investment Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Sonora Investment Management’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
Q4 		– Sell
-83
Closed -$3K – 1778
2020
Q3 		$3K Sell
83
-325
-80% -$13.2K ﹤0.01% 1589
2020
Q2 		$15K Buy
+408
New +$14.6K ﹤0.01% 905

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
FQ
First Quadrant Glendale, California $18M AUM 24.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Sonora Investment Management's SPTM Position: Q4 2020 in Review

Sonora Investment Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2020, closing a stake of 83 shares — an estimated $3K sold.

Sonora Investment Management first reported a position in SPTM in Q2 2020 and held it in 2 quarters. The position peaked at $15K in Q2 2020. 366 funds tracked by Wall St. Rank hold SPTM as of Q4 2020.

  • Sonora Investment Management reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q4 2020 after selling out during the quarter.
  • Sonora Investment Management sold 83 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2020, an estimated $3K.
  • Sonora Investment Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2020 and held it in 2 quarters.
  • Sonora Investment Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $15K in Q2 2020.
  • 366 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2020.

Based on Sonora Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.