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Crumly & Associates’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Crumly & Associates’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
2020
Q1 		– Sell
-8,244
Closed -$269K – 63
2019
Q4 		$269K Buy
+8,244
New +$257K 0.28% 42

Other funds holding SPSM

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Crumly & Associates's SPSM Position: Q1 2020 in Review

Crumly & Associates sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2020, closing a stake of 8,244 shares — an estimated $269K sold.

Crumly & Associates first reported a position in SPSM in Q4 2019 and held it in 1 quarter. The position peaked at $269K in Q4 2019. 237 funds tracked by Wall St. Rank hold SPSM as of Q1 2020.

  • Crumly & Associates reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Crumly & Associates sold 8,244 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2020, an estimated $269K.
  • Crumly & Associates first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and held it in 1 quarter.
  • Crumly & Associates's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $269K in Q4 2019.
  • 237 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2020.

Based on Crumly & Associates's 13F filing for Q1 2020, filed 21 Apr 2020.