GWS
SPFI icon

Glassman Wealth Services’s South Plains Financial SPFI Stock Holding History

Glassman Wealth Services’s Portfolio SPFI Stock Details SPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9
Closed -$261 – 1575
2023
Q4 		$261 Hold
9
– – ﹤0.01% 1850
2023
Q3 		$238 Hold
9
– – ﹤0.01% 1862
2023
Q2 		$203 Buy
+9
New +$195 ﹤0.01% 1808

Other funds holding SPFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Glassman Wealth Services's SPFI Position: Q1 2024 in Review

Glassman Wealth Services sold out of South Plains Financial (SPFI) in Q1 2024, closing a stake of 9 shares — an estimated $261 sold.

Glassman Wealth Services first reported a position in SPFI in Q2 2023 and held it in 3 quarters. The position peaked at $261 in Q4 2023. 77 funds tracked by Wall St. Rank hold SPFI as of Q1 2024.

  • Glassman Wealth Services reported no remaining South Plains Financial position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 9 South Plains Financial shares in Q1 2024, an estimated $261.
  • Glassman Wealth Services first reported a position in South Plains Financial in Q2 2023 and held it in 3 quarters.
  • Glassman Wealth Services's South Plains Financial position peaked at $261 in Q4 2023.
  • 77 funds tracked by Wall St. Rank held South Plains Financial as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.