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

BerganKDV Wealth 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
2022
Q2 		– Sell
-126
Closed -$5K – 1063
2022
Q1 		$5K Buy
+126
New +$5.3K ﹤0.01% 736
2020
Q3 		– Sell
-920
Closed -$24K – 999
2020
Q2 		$24K Buy
+920
New +$22.6K ﹤0.01% 437

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BerganKDV Wealth Management's SPSM Position: Q2 2022 in Review

BerganKDV Wealth Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2022, closing a stake of 126 shares — an estimated $5K sold.

BerganKDV Wealth Management first reported a position in SPSM in Q2 2020 and held it in 2 quarters. The position peaked at $24K in Q2 2020. 428 funds tracked by Wall St. Rank hold SPSM as of Q2 2022.

  • BerganKDV Wealth Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 126 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2022, an estimated $5K.
  • BerganKDV Wealth 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.
  • BerganKDV Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $24K in Q2 2020.
  • 428 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2022.

Based on BerganKDV Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.