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

Tradition Asset 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 Q2	$6.29M	Buy	166,574 +1,088	+0.7%	+$38.9K	1.8%	10
2020 Q1	$5.2M	Buy	165,486 +13,041	+9%	+$491K	1.74%	12
2019 Q4	$6.08M	Sell	152,445 -1,259	-0.8%	-$48K	1.48%	17
2019 Q3	$5.65M	Buy	153,704 +14,995	+11%	+$550K	1.46%	16
2019 Q2	$5.06M	Buy	+138,709	New	+$4.97M	1.31%	19

Other funds holding SPTM

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 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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Tradition Asset Management's SPTM Position: Q2 2020 in Review

Tradition Asset Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.66% in Q2 2020, buying an estimated $38.9K and bringing the position to 166,574 shares worth $6.29M. The position accounts for 1.8% of the portfolio, ranked #10.

Tradition Asset Management first reported a position in SPTM in Q2 2019 and has held it in 5 quarters since. 298 funds tracked by Wall St. Rank hold SPTM as of Q2 2020.

Tradition Asset Management held 166,574 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $6.29M as of Q2 2020.
Tradition Asset Management bought 1,088 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2020, an estimated $38.9K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.8% of Tradition Asset Management's portfolio in Q2 2020, its #10 holding.
Tradition Asset Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2019 and has held it in 5 quarters since.
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 Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.