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Eaton Financial Holdings’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Eaton Financial Holdings’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
2023
Q1 		– Sell
-12,493
Closed -$462K – 68
2022
Q4 		$462K Buy
+12,493
New +$468K 0.39% 40

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VA
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Creative Planning
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CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Eaton Financial Holdings's SPSM Position: Q1 2023 in Review

Eaton Financial Holdings sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2023, closing a stake of 12,493 shares — an estimated $462K sold.

Eaton Financial Holdings first reported a position in SPSM in Q4 2022 and held it in 1 quarter. The position peaked at $462K in Q4 2022. 477 funds tracked by Wall St. Rank hold SPSM as of Q1 2023.

  • Eaton Financial Holdings reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Eaton Financial Holdings sold 12,493 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2023, an estimated $462K.
  • Eaton Financial Holdings first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and held it in 1 quarter.
  • Eaton Financial Holdings's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $462K in Q4 2022.
  • 477 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2023.

Based on Eaton Financial Holdings's 13F filing for Q1 2023, filed 13 Apr 2023.