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Concert Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-1,200
Closed -$30K – 872
2016
Q3 		$30K Buy
+1,200
New +$28.8K ﹤0.01% 869

Other funds holding SPSM

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HMC
Harvard Management Company Boston, Massachusetts $4.26B AUM 5.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.22B AUM 28.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Concert Wealth Management's SPSM Position: Q4 2016 in Review

Concert Wealth Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2016, closing a stake of 1,200 shares — an estimated $30K sold.

Concert Wealth Management first reported a position in SPSM in Q3 2016 and held it in 1 quarter. The position peaked at $30K in Q3 2016. 27 funds tracked by Wall St. Rank hold SPSM as of Q4 2016.

  • Concert Wealth Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 1,200 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2016, an estimated $30K.
  • Concert Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $30K in Q3 2016.
  • 27 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.