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Wealth & Pension Services Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Wealth & Pension Services Group’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
Q3 		$1.15M Buy
31,302
+777
+3% +$28.5K 0.83% 35
2019
Q2 		$1.11M Buy
30,525
+1,543
+5% +$55.3K 0.81% 36
2019
Q1 		$1.02M Sell
28,982
-2,705
-9% -$91.5K 0.79% 39
2018
Q4 		$979K Buy
+31,687
New +$1.06M 0.88% 39

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 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

Wealth & Pension Services Group's SPTM Position: Q3 2019 in Review

Wealth & Pension Services Group increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.5% in Q3 2019, buying an estimated $28.5K and bringing the position to 31,302 shares worth $1.15M. The position accounts for 0.83% of the portfolio, ranked #35.

Wealth & Pension Services Group first reported a position in SPTM in Q4 2018 and has held it in 4 quarters since. 227 funds tracked by Wall St. Rank hold SPTM as of Q3 2019.

  • Wealth & Pension Services Group held 31,302 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.15M as of Q3 2019.
  • Wealth & Pension Services Group bought 777 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2019, an estimated $28.5K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.83% of Wealth & Pension Services Group's portfolio in Q3 2019, its #35 holding.
  • Wealth & Pension Services Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2018 and has held it in 4 quarters since.
  • 227 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.