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

Bernicke 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
2020
Q2 		$378K Buy
+14,227
New +$350K 0.28% 43

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Bernicke Wealth Management's SPSM Position: Q2 2020 in Review

Bernicke Wealth Management opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2020: 14,227 shares worth $378K. The stake represents 0.28% of the portfolio and ranks #43 among its holdings.

245 funds tracked by Wall St. Rank hold SPSM as of Q2 2020.

  • Bernicke Wealth Management held 14,227 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $378K as of Q2 2020.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Bernicke Wealth Management position in Q2 2020.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.28% of Bernicke Wealth Management's portfolio in Q2 2020, its #43 holding.
  • 245 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2020.

Based on Bernicke Wealth Management's 13F filing for Q2 2020, filed 19 Aug 2020.