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

AJ Wealth Strategies’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	$816K	Buy	+21,004	New	+$781K	0.04%	146

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $1.37T AUM 24.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AJ Wealth Strategies's SPSM Position: Q2 2023 in Review

AJ Wealth Strategies opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2023: 21,004 shares worth $816K. The stake represents 0.04% of the portfolio and ranks #146 among its holdings.

667 funds tracked by Wall St. Rank hold SPSM as of Q2 2023.

AJ Wealth Strategies held 21,004 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $816K as of Q2 2023.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new AJ Wealth Strategies position in Q2 2023.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of AJ Wealth Strategies's portfolio in Q2 2023, its #146 holding.
667 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.