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

Accel 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
2023 Q2	–	Sell	-350	Closed	-$13.2K	–	760
2023 Q1	$13.2K	Hold	350	–	–	0.01%	819
2022 Q4	$12.9K	Hold	350	–	–	0.01%	649
2022 Q3	$13K	Hold	350	–	–	0.01%	683
2022 Q2	$13K	Hold	350	–	–	0.01%	653
2022 Q1	$15K	Hold	350	–	–	0.01%	626
2021 Q4	$16K	Hold	350	–	–	0.01%	614
2021 Q3	$15K	Hold	350	–	–	0.01%	561
2021 Q2	$15K	Hold	350	–	–	0.01%	614
2021 Q1	$15K	Hold	350	–	–	0.01%	578
2020 Q4	$13K	Buy	+350	New	+$11.2K	0.01%	582

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Accel Wealth Management's SPSM Position: Q2 2023 in Review

Accel Wealth Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2023, closing a stake of 350 shares — an estimated $13.2K sold.

Accel Wealth Management first reported a position in SPSM in Q4 2020 and held it in 10 quarters. The position peaked at $16K in Q4 2021. 667 funds tracked by Wall St. Rank hold SPSM as of Q2 2023.

Accel Wealth Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 350 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2023, an estimated $13.2K.
Accel Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $16K in Q4 2021.
667 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.