CCA
SPSM icon

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

Clearwater Capital 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
2018
Q2 		– Sell
-322
Closed -$10K – 502
2018
Q1 		$10K Buy
+322
New +$9.8K ﹤0.01% 485

Other funds holding SPSM

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Clearwater Capital Advisors's SPSM Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2018, closing a stake of 322 shares — an estimated $10K sold.

Clearwater Capital Advisors first reported a position in SPSM in Q1 2018 and held it in 1 quarter. The position peaked at $10K in Q1 2018. 156 funds tracked by Wall St. Rank hold SPSM as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 322 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2018, an estimated $10K.
  • Clearwater Capital Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $10K in Q1 2018.
  • 156 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.