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First Personal Financial Services’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

First Personal Financial Services’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
Q2 		– Sell
-107
Closed -$4.04K – 398
2023
Q1 		$4.04K Buy
+107
New +$4.18K ﹤0.01% 365

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Personal Financial Services's SPSM Position: Q2 2023 in Review

First Personal Financial Services sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2023, closing a stake of 107 shares — an estimated $4.04K sold.

First Personal Financial Services first reported a position in SPSM in Q1 2023 and held it in 1 quarter. The position peaked at $4.04K in Q1 2023. 667 funds tracked by Wall St. Rank hold SPSM as of Q2 2023.

  • First Personal Financial Services reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2023 after selling out during the quarter.
  • First Personal Financial Services sold 107 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2023, an estimated $4.04K.
  • First Personal Financial Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2023 and held it in 1 quarter.
  • First Personal Financial Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $4.04K in Q1 2023.
  • 667 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2023.

Based on First Personal Financial Services's 13F filing for Q2 2023, filed 28 Jul 2023.