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BOK Financial Private Wealth’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

BOK Financial Private Wealth’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
Q3 		– Sell
-2,033
Closed -$73K – 383
2022
Q2 		$73K Buy
+2,033
New +$78.9K 0.01% 226

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

BOK Financial Private Wealth's SPSM Position: Q3 2022 in Review

BOK Financial Private Wealth sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2022, closing a stake of 2,033 shares — an estimated $73K sold.

BOK Financial Private Wealth first reported a position in SPSM in Q2 2022 and held it in 1 quarter. The position peaked at $73K in Q2 2022. 430 funds tracked by Wall St. Rank hold SPSM as of Q3 2022.

  • BOK Financial Private Wealth reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2022 after selling out during the quarter.
  • BOK Financial Private Wealth sold 2,033 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2022, an estimated $73K.
  • BOK Financial Private Wealth first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2022 and held it in 1 quarter.
  • BOK Financial Private Wealth's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $73K in Q2 2022.
  • 430 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2022.

Based on BOK Financial Private Wealth's 13F filing for Q3 2022, filed 4 Nov 2022.