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Brand Asset Management Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Brand Asset Management Group’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
2018
Q4 		– Sell
-4,428
Closed -$147K – 262
2018
Q3 		$147K Hold
4,428
– – 0.11% 70
2018
Q2 		$143K Buy
+4,428
New +$139K 0.11% 71

Other funds holding SPSM

HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Brand Asset Management Group's SPSM Position: Q4 2018 in Review

Brand Asset Management Group sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2018, closing a stake of 4,428 shares — an estimated $147K sold.

Brand Asset Management Group first reported a position in SPSM in Q2 2018 and held it in 2 quarters. The position peaked at $147K in Q3 2018. 212 funds tracked by Wall St. Rank hold SPSM as of Q4 2018.

  • Brand Asset Management Group reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Brand Asset Management Group sold 4,428 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2018, an estimated $147K.
  • Brand Asset Management Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2018 and held it in 2 quarters.
  • Brand Asset Management Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $147K in Q3 2018.
  • 212 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2018.

Based on Brand Asset Management Group's 13F filing for Q4 2018, filed 24 Jan 2019.