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

Armor Investment 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	–	Sell	-733	Closed	-$26K	–	171
2022 Q2	$26K	Sell	733 -900	-55%	-$34.9K	0.02%	140
2022 Q1	$69K	Hold	1,633	–	–	0.04%	129
2021 Q4	$73K	Hold	1,633	–	–	0.04%	125
2021 Q3	$70K	Hold	1,633	–	–	0.04%	131
2021 Q2	$72K	Hold	1,633	–	–	0.04%	132
2021 Q1	$69K	Hold	1,633	–	–	0.04%	129
2020 Q4	$58K	Hold	1,633	–	–	0.04%	125
2020 Q3	$45K	Hold	1,633	–	–	0.04%	111
2020 Q2	$43K	Hold	1,633	–	–	0.04%	114
2020 Q1	$36K	Buy	1,633 +1,363	+505%	+$39.5K	0.04%	110
2019 Q4	$9K	Buy	+270	New	+$8.43K	0.01%	144

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

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Armor Investment Advisors's SPSM Position: Q3 2022 in Review

Armor Investment Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2022, closing a stake of 733 shares — an estimated $26K sold.

Armor Investment Advisors first reported a position in SPSM in Q4 2019 and held it in 11 quarters. The position peaked at $73K in Q4 2021. 429 funds tracked by Wall St. Rank hold SPSM as of Q3 2022.

Armor Investment Advisors reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2022 after selling out during the quarter.
Armor Investment Advisors sold 733 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2022, an estimated $26K.
Armor Investment Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and held it in 11 quarters.
Armor Investment Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $73K in Q4 2021.
429 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2022.

Based on Armor Investment Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.