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Chessman Wealth Strategies RIA’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Chessman Wealth Strategies RIA’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 		– Sell
-177,112
Closed -$4.67M – 26
2018
Q4 		$4.67M Sell
177,112
-142,178
-45% -$4.19M 4.97% 10
2018
Q3 		$10.6M Buy
+319,290
New +$10.6M 9.34% 5

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

Chessman Wealth Strategies RIA's SPSM Position: Q1 2019 in Review

Chessman Wealth Strategies RIA sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2019, closing a stake of 177,112 shares — an estimated $4.67M sold.

Chessman Wealth Strategies RIA first reported a position in SPSM in Q3 2018 and held it in 2 quarters. The position peaked at $10.6M in Q3 2018. 205 funds tracked by Wall St. Rank hold SPSM as of Q1 2019.

  • Chessman Wealth Strategies RIA reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 177,112 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2019, an estimated $4.67M.
  • Chessman Wealth Strategies RIA first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2018 and held it in 2 quarters.
  • Chessman Wealth Strategies RIA's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $10.6M in Q3 2018.
  • 205 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2019.

Based on Chessman Wealth Strategies RIA's 13F filing for Q1 2019, filed 9 Apr 2019.