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

WealthShield Partners’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
Q4 		– Sell
-3,381
Closed -$138K – 409
2020
Q3 		$138K Hold
3,381
– – 0.05% 259
2020
Q2 		$128K Buy
+3,381
New +$121K 0.06% 214

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
FQ
First Quadrant Glendale, California $18M AUM 24.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

WealthShield Partners's SPTM Position: Q4 2020 in Review

WealthShield Partners sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2020, closing a stake of 3,381 shares — an estimated $138K sold.

WealthShield Partners first reported a position in SPTM in Q2 2020 and held it in 2 quarters. The position peaked at $138K in Q3 2020. 366 funds tracked by Wall St. Rank hold SPTM as of Q4 2020.

  • WealthShield Partners reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q4 2020 after selling out during the quarter.
  • WealthShield Partners sold 3,381 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2020, an estimated $138K.
  • WealthShield Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2020 and held it in 2 quarters.
  • WealthShield Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $138K in Q3 2020.
  • 366 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2020.

Based on WealthShield Partners's 13F filing for Q4 2020, filed 16 Feb 2021.