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

Aviance Capital 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
2017 Q3	–	Sell	-420	Closed	-$12K	–	369
2017 Q2	$12K	Buy	+420	New	+$11.5K	﹤0.01%	243
2016 Q4	–	Sell	-26,193	Closed	-$645K	–	301
2016 Q3	$645K	Buy	26,193 +16,686	+176%	+$400K	0.02%	246
2016 Q2	$213K	Buy	+9,507	New	+$211K	0.01%	307

Other funds holding SPSM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

SFP

Shepherd Financial Partners Winchester, Massachusetts $1.22B AUM 28.54% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Aviance Capital Management's SPSM Position: Q3 2017 in Review

Aviance Capital Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2017, closing a stake of 420 shares — an estimated $12K sold.

Aviance Capital Management first reported a position in SPSM in Q2 2016 and held it in 3 quarters. The position peaked at $645K in Q3 2016. 39 funds tracked by Wall St. Rank hold SPSM as of Q3 2017.

Aviance Capital Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2017 after selling out during the quarter.
Aviance Capital Management sold 420 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2017, an estimated $12K.
Aviance Capital Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2016 and held it in 3 quarters.
Aviance Capital Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $645K in Q3 2016.
39 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2017.

Based on Aviance Capital Management's 13F filing for Q3 2017, filed 13 Nov 2017.