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

Stone House 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 Q1	–	Sell	-110,231	Closed	-$4.39M	–	40
2019 Q4	$4.39M	Sell	110,231 -8,565	-7%	-$327K	3.21%	10
2019 Q3	$4.37M	Sell	118,796 -439	-0.4%	-$16.1K	2.18%	16
2019 Q2	$4.35M	Buy	119,235 +286	+0.2%	+$10.2K	2.27%	16
2019 Q1	$4.18M	Buy	118,949 +42,543	+56%	+$1.44M	2.18%	18
2018 Q4	$2.36M	Buy	76,406 +3,259	+4%	+$109K	1.49%	20
2018 Q3	$2.65M	Buy	+73,147	New	+$2.6M	1.52%	21

Other funds holding SPTM

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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) 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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stone House Investment Management's SPTM Position: Q1 2020 in Review

Stone House Investment Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2020, closing a stake of 110,231 shares — an estimated $4.39M sold.

Stone House Investment Management first reported a position in SPTM in Q3 2018 and held it in 6 quarters. The position peaked at $4.39M in Q4 2019. 281 funds tracked by Wall St. Rank hold SPTM as of Q1 2020.

Stone House Investment Management 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.
Stone House Investment Management sold 110,231 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2020, an estimated $4.39M.
Stone House Investment Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2018 and held it in 6 quarters.
Stone House Investment Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $4.39M 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 Stone House Investment Management's 13F filing for Q1 2020, filed 17 Apr 2020.