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

Wealthfront’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
2015
Q4 		– Sell
-1,650
Closed -$39K – 940
2015
Q3 		$39K Buy
+1,650
New +$41.8K ﹤0.01% 557

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $953M AUM 18.74% 1-Year Est. Return
BCB
Brian C. Broderick $542M AUM 20.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Wealthfront's SPTM Position: Q4 2015 in Review

Wealthfront sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2015, closing a stake of 1,650 shares — an estimated $39K sold.

Wealthfront first reported a position in SPTM in Q3 2015 and held it in 1 quarter. The position peaked at $39K in Q3 2015. 31 funds tracked by Wall St. Rank hold SPTM as of Q4 2015.

  • Wealthfront reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 1,650 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2015, an estimated $39K.
  • Wealthfront first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2015 and held it in 1 quarter.
  • Wealthfront's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $39K in Q3 2015.
  • 31 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.