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Vickerman & Driscoll Financial Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Vickerman & Driscoll Financial Advisors’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
2018
Q4 		– Sell
-129
Closed -$5K – 102
2018
Q3 		$5K Hold
129
– – ﹤0.01% 108
2018
Q2 		$4K Hold
129
– – ﹤0.01% 105
2018
Q1 		$4K Buy
+129
New +$4.37K ﹤0.01% 105

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
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's SPTM Position: Q4 2018 in Review

Vickerman & Driscoll Financial Advisors sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2018, closing a stake of 129 shares — an estimated $5K sold.

Vickerman & Driscoll Financial Advisors first reported a position in SPTM in Q1 2018 and held it in 3 quarters. The position peaked at $5K in Q3 2018. 191 funds tracked by Wall St. Rank hold SPTM as of Q4 2018.

  • Vickerman & Driscoll Financial Advisors reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q4 2018 after selling out during the quarter.
  • Vickerman & Driscoll Financial Advisors sold 129 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2018, an estimated $5K.
  • Vickerman & Driscoll Financial Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2018 and held it in 3 quarters.
  • Vickerman & Driscoll Financial Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $5K in Q3 2018.
  • 191 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2018.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.