Wechter Feldman Wealth Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Wechter Feldman Wealth Management’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	–	Sell	-67,581	Closed	-$2.69M	–	25
2019 Q4	$2.69M	Sell	67,581 -9,625	-12%	-$367K	1.8%	11
2019 Q3	$2.84M	Buy	77,206 +13,818	+22%	+$507K	1.79%	12
2019 Q2	$2.31M	Buy	63,388 +1,597	+3%	+$57.2K	1.53%	12
2019 Q1	$2.17M	Buy	61,791 +13,107	+27%	+$444K	1.42%	13
2018 Q4	$1.5M	Buy	48,684 +3,529	+8%	+$118K	1.45%	12
2018 Q3	$1.64M	Buy	45,155 +19,626	+77%	+$698K	1%	17
2018 Q2	$868K	Buy	25,529 +17,267	+209%	+$583K	0.6%	19
2018 Q1	$271K	Buy	+8,262	New	+$280K	0.19%	26

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

Wechter Feldman Wealth Management's SPTM Position: Q1 2020 in Review

Wechter Feldman Wealth Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2020, closing a stake of 67,581 shares — an estimated $2.69M sold.

Wechter Feldman Wealth Management first reported a position in SPTM in Q1 2018 and held it in 8 quarters. The position peaked at $2.84M in Q3 2019. 281 funds tracked by Wall St. Rank hold SPTM as of Q1 2020.

Wechter Feldman Wealth Management reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2020 after selling out during the quarter.
Wechter Feldman Wealth Management sold 67,581 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2020, an estimated $2.69M.
Wechter Feldman Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2018 and held it in 8 quarters.
Wechter Feldman Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.84M in Q3 2019.
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 Wechter Feldman Wealth Management's 13F filing for Q1 2020, filed 6 May 2020.