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Dynamic Advisor Solutions’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Dynamic Advisor Solutions’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
Q4 		– Sell
-15,829
Closed -$475K – 606
2019
Q3 		$475K Buy
15,829
+778
+5% +$23.5K 0.07% 284
2019
Q2 		$461K Buy
15,051
+904
+6% +$27.5K 0.07% 280
2019
Q1 		$428K Buy
14,147
+46
+0.3% +$1.37K 0.08% 248
2018
Q4 		$411K Buy
+14,101
New +$416K 0.09% 237

Other funds holding SPSM

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Dynamic Advisor Solutions's SPSM Position: Q4 2019 in Review

Dynamic Advisor Solutions sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2019, closing a stake of 15,829 shares — an estimated $475K sold.

Dynamic Advisor Solutions first reported a position in SPSM in Q4 2018 and held it in 4 quarters. The position peaked at $475K in Q3 2019. 260 funds tracked by Wall St. Rank hold SPSM as of Q4 2019.

  • Dynamic Advisor Solutions reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 15,829 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2019, an estimated $475K.
  • Dynamic Advisor Solutions first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2018 and held it in 4 quarters.
  • Dynamic Advisor Solutions's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $475K in Q3 2019.
  • 260 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2019.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2019, filed 4 Feb 2020.