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BKS Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

BKS Advisors’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
Q1 		$307K Buy
10,164
+493
+5% +$14.6K 0.12% 151
2018
Q4 		$255K Buy
9,671
+524
+6% +$15.5K 0.12% 168
2018
Q3 		$304K Buy
9,147
+2,114
+30% +$70.4K 0.11% 163
2018
Q2 		$227K Buy
+7,033
New +$222K 0.08% 198

Other funds holding SPSM

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

BKS Advisors's SPSM Position: Q1 2019 in Review

BKS Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5.1% in Q1 2019, buying an estimated $14.6K and bringing the position to 10,164 shares worth $307K. The position accounts for 0.12% of the portfolio, ranked #151.

BKS Advisors first reported a position in SPSM in Q2 2018 and has held it in 4 quarters since. 205 funds tracked by Wall St. Rank hold SPSM as of Q1 2019.

  • BKS Advisors held 10,164 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $307K as of Q1 2019.
  • BKS Advisors bought 493 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2019, an estimated $14.6K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.12% of BKS Advisors's portfolio in Q1 2019, its #151 holding.
  • BKS Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2018 and has held it in 4 quarters since.
  • 205 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.