9WM
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9258 Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

9258 Wealth Management’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,869
Closed -$247K – 355
2022
Q1 		$247K Buy
+5,869
New +$247K 0.06% 316

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

9258 Wealth Management's SPSM Position: Q2 2022 in Review

9258 Wealth Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2022, closing a stake of 5,869 shares — an estimated $247K sold.

9258 Wealth Management first reported a position in SPSM in Q1 2022 and held it in 1 quarter. The position peaked at $247K in Q1 2022. 429 funds tracked by Wall St. Rank hold SPSM as of Q2 2022.

  • 9258 Wealth Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2022 after selling out during the quarter.
  • 9258 Wealth Management sold 5,869 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2022, an estimated $247K.
  • 9258 Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2022 and held it in 1 quarter.
  • 9258 Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $247K in Q1 2022.
  • 429 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2022.

Based on 9258 Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.