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

Flagstar Advisors’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
2022
Q4 		– Sell
-234
Closed -$7.97K – 264
2022
Q3 		$7.97K Buy
+234
New +$8.86K ﹤0.01% 254
2021
Q4 		– Sell
-234
Closed -$10K – 217
2021
Q3 		$10K Buy
+234
New +$10K ﹤0.01% 214

Other funds holding SPSM

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Flagstar Advisors's SPSM Position: Q4 2022 in Review

Flagstar Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2022, closing a stake of 234 shares — an estimated $7.97K sold.

Flagstar Advisors first reported a position in SPSM in Q3 2021 and held it in 2 quarters. The position peaked at $10K in Q3 2021. 476 funds tracked by Wall St. Rank hold SPSM as of Q4 2022.

  • Flagstar Advisors reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Flagstar Advisors sold 234 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2022, an estimated $7.97K.
  • Flagstar Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2021 and held it in 2 quarters.
  • Flagstar Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $10K in Q3 2021.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2022.

Based on Flagstar Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.