American Portfolios Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

American Portfolios Advisors’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 Q3	$1.53M	Buy	44,853 +3,031	+7%	+$115K	0.06%	303
2022 Q2	$1.5M	Buy	41,822 +5,143	+14%	+$200K	0.06%	305
2022 Q1	$1.54M	Buy	36,679 +21,614	+143%	+$910K	0.05%	351
2021 Q4	$673K	Buy	15,065 +3,476	+30%	+$154K	0.02%	621
2021 Q3	$494K	Buy	11,589 +2,753	+31%	+$118K	0.02%	718
2021 Q2	$388K	Sell	8,836 -288	-3%	-$12.5K	0.02%	830
2021 Q1	$386K	Buy	9,124 +322	+4%	+$13.1K	0.02%	760
2020 Q4	$315K	Buy	8,802 +3,762	+75%	+$121K	0.02%	718
2020 Q3	$138K	Sell	5,040 -426	-8%	-$11.9K	0.01%	944
2020 Q2	$145K	Buy	5,466 +520	+11%	+$12.8K	0.01%	860
2020 Q1	$108K	Buy	4,946 +324	+7%	+$9.39K	0.01%	868
2019 Q4	$151K	Hold	4,622	–	–	0.01%	859
2019 Q3	$139K	Buy	4,622 +4,100	+785%	+$124K	0.01%	849
2019 Q2	$16K	Buy	522 +300	+135%	+$9.12K	﹤0.01%	1745
2019 Q1	$6.71K	Sell	222 -56	-20%	-$1.66K	﹤0.01%	1980
2018 Q4	$7.33K	Buy	278 +87	+46%	+$2.57K	﹤0.01%	1738
2018 Q3	$6.35K	Hold	191	–	–	﹤0.01%	1921
2018 Q2	$6.17K	Hold	191	–	–	﹤0.01%	1903
2018 Q1	$5.71K	Hold	191	–	–	﹤0.01%	1837
2017 Q4	$5.76K	Buy	+191	New	+$5.66K	﹤0.01%	1780

Other funds holding SPSM

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PAG

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

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

American Portfolios Advisors's SPSM Position: Q3 2022 in Review

American Portfolios Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 7.2% in Q3 2022, buying an estimated $115K and bringing the position to 44,853 shares worth $1.53M. The position accounts for 0.06% of the portfolio, ranked #303.

American Portfolios Advisors first reported a position in SPSM in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.54M in Q1 2022. 430 funds tracked by Wall St. Rank hold SPSM as of Q3 2022.

American Portfolios Advisors held 44,853 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.53M as of Q3 2022.
American Portfolios Advisors bought 3,031 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2022, an estimated $115K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.06% of American Portfolios Advisors's portfolio in Q3 2022, its #303 holding.
American Portfolios Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.54M in Q1 2022.
430 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.