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

Barrett Asset 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
2020
Q4 		– Sell
-164
Closed -$4K – 426
2020
Q3 		$4K Hold
164
– – ﹤0.01% 362
2020
Q2 		$4K Buy
+164
New +$4.03K ﹤0.01% 370

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Barrett Asset Management's SPSM Position: Q4 2020 in Review

Barrett Asset Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2020, closing a stake of 164 shares — an estimated $4K sold.

Barrett Asset Management first reported a position in SPSM in Q2 2020 and held it in 2 quarters. The position peaked at $4K in Q3 2020. 308 funds tracked by Wall St. Rank hold SPSM as of Q4 2020.

  • Barrett Asset Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Barrett Asset Management sold 164 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2020, an estimated $4K.
  • Barrett Asset Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2020 and held it in 2 quarters.
  • Barrett Asset Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $4K in Q3 2020.
  • 308 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2020.

Based on Barrett Asset Management's 13F filing for Q4 2020, filed 10 Feb 2021.