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

Waterloo Capital’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	$2.52M	Buy	+80,030	New	+$3.01M	1.79%	10

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

Waterloo Capital's SPTM Position: Q1 2020 in Review

Waterloo Capital opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2020: 80,030 shares worth $2.52M. The stake represents 1.79% of the portfolio and ranks #10 among its holdings.

281 funds tracked by Wall St. Rank hold SPTM as of Q1 2020.

Waterloo Capital held 80,030 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.52M as of Q1 2020.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Waterloo Capital position in Q1 2020.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.79% of Waterloo Capital's portfolio in Q1 2020, its #10 holding.
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 Waterloo Capital's 13F filing for Q1 2020, filed 1 Jun 2020.