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

Bernardo Wealth Planning’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
2019
Q4 		– Sell
-10,819
Closed -$324K – 171
2019
Q3 		$324K Buy
+10,819
New +$326K 0.23% 109

Other funds holding SPSM

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Bernardo Wealth Planning's SPSM Position: Q4 2019 in Review

Bernardo Wealth Planning sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2019, closing a stake of 10,819 shares — an estimated $324K sold.

Bernardo Wealth Planning first reported a position in SPSM in Q3 2019 and held it in 1 quarter. The position peaked at $324K in Q3 2019. 260 funds tracked by Wall St. Rank hold SPSM as of Q4 2019.

  • Bernardo Wealth Planning reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Bernardo Wealth Planning sold 10,819 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2019, an estimated $324K.
  • Bernardo Wealth Planning first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2019 and held it in 1 quarter.
  • Bernardo Wealth Planning's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $324K in Q3 2019.
  • 260 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2019.

Based on Bernardo Wealth Planning's 13F filing for Q4 2019, filed 10 Feb 2020.