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

Tradition Capital 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	$4.02M	Buy	114,333 +46,780	+69%	+$1.58M	1.09%	32
2018 Q4	$2.09M	Buy	67,553 +25,702	+61%	+$858K	0.65%	48
2018 Q3	$1.51M	Buy	41,851 +17,929	+75%	+$638K	0.4%	88
2018 Q2	$813K	Sell	23,922 -678	-3%	-$22.9K	0.23%	106
2018 Q1	$807K	Buy	24,600 +9,001	+58%	+$305K	0.23%	107
2017 Q4	$518K	Buy	+15,599	New	+$505K	0.14%	125

Other funds holding SPTM

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

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) 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

Tradition Capital Management's SPTM Position: Q1 2019 in Review

Tradition Capital Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 69% in Q1 2019, buying an estimated $1.58M and bringing the position to 114,333 shares worth $4.02M. The position accounts for 1.09% of the portfolio, ranked #32.

Tradition Capital Management first reported a position in SPTM in Q4 2017 and has held it in 6 quarters since. 204 funds tracked by Wall St. Rank hold SPTM as of Q1 2019.

Tradition Capital Management held 114,333 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $4.02M as of Q1 2019.
Tradition Capital Management bought 46,780 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2019, an estimated $1.58M.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.09% of Tradition Capital Management's portfolio in Q1 2019, its #32 holding.
Tradition Capital Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2017 and has held it in 6 quarters since.
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 Tradition Capital Management's 13F filing for Q1 2019, filed 7 May 2019.