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Arcadia Wealth Management (New Hampshire)’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Arcadia Wealth Management (New Hampshire)’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
Q1 		– Sell
-9,300
Closed -$344K – 64
2022
Q4 		$344K Buy
+9,300
New +$348K 0.3% 41

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Charles Schwab
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VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Creative Planning
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Arcadia Wealth Management (New Hampshire)'s SPSM Position: Q1 2023 in Review

Arcadia Wealth Management (New Hampshire) sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2023, closing a stake of 9,300 shares — an estimated $344K sold.

Arcadia Wealth Management (New Hampshire) first reported a position in SPSM in Q4 2022 and held it in 1 quarter. The position peaked at $344K in Q4 2022. 477 funds tracked by Wall St. Rank hold SPSM as of Q1 2023.

  • Arcadia Wealth Management (New Hampshire) reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Arcadia Wealth Management (New Hampshire) sold 9,300 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2023, an estimated $344K.
  • Arcadia Wealth Management (New Hampshire) first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and held it in 1 quarter.
  • Arcadia Wealth Management (New Hampshire)'s State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $344K in Q4 2022.
  • 477 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2023.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q1 2023, filed 20 Apr 2023.