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

TLW Wealth 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
2019
Q1 		– Sell
-385,347
Closed -$11.9M – 37
2018
Q4 		$11.9M Buy
+385,347
New +$12.9M 12.31% 3

Other funds holding SPTM

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

TLW Wealth Management's SPTM Position: Q1 2019 in Review

TLW Wealth Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2019, closing a stake of 385,347 shares — an estimated $11.9M sold.

TLW Wealth Management first reported a position in SPTM in Q4 2018 and held it in 1 quarter. The position peaked at $11.9M in Q4 2018. 204 funds tracked by Wall St. Rank hold SPTM as of Q1 2019.

  • TLW Wealth Management 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.
  • TLW Wealth Management sold 385,347 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2019, an estimated $11.9M.
  • TLW Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2018 and held it in 1 quarter.
  • TLW Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $11.9M 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 TLW Wealth Management's 13F filing for Q1 2019, filed 6 May 2019.