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Woodley Farra Manion Portfolio Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Woodley Farra Manion Portfolio 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
Q3 		– Sell
-382
Closed -$14K – 344
2020
Q2 		$14K Hold
382
– – ﹤0.01% 254
2020
Q1 		$12K Buy
382
+85
+29% +$3.2K ﹤0.01% 268
2019
Q4 		$12K Buy
+297
New +$11.3K ﹤0.01% 272

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
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
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
FQ
First Quadrant Glendale, California $18M AUM 24.2% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Woodley Farra Manion Portfolio Management's SPTM Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2020, closing a stake of 382 shares — an estimated $14K sold.

Woodley Farra Manion Portfolio Management first reported a position in SPTM in Q4 2019 and held it in 3 quarters. The position peaked at $14K in Q2 2020. 303 funds tracked by Wall St. Rank hold SPTM as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 382 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2020, an estimated $14K.
  • Woodley Farra Manion Portfolio Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $14K in Q2 2020.
  • 303 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.