Global Wealth Management Investment Advisory’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Global Wealth Management Investment Advisory’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
2024 Q1	–	Sell	-22	Closed	-$928	–	390
2023 Q4	$928	Hold	22	–	–	﹤0.01%	429
2023 Q3	$812	Hold	22	–	–	﹤0.01%	428
2023 Q2	$854	Buy	+22	New	+$818	﹤0.01%	427
2022 Q3	–	Sell	-22	Closed	-$1K	–	419
2022 Q2	$1K	Sell	22 -176	-89%	-$6.83K	﹤0.01%	480
2022 Q1	$8K	Hold	198	–	–	﹤0.01%	337
2021 Q4	$9K	Hold	198	–	–	﹤0.01%	318
2021 Q3	$8K	Hold	198	–	–	﹤0.01%	336
2021 Q2	$9K	Sell	198 -92	-32%	-$4K	﹤0.01%	305
2021 Q1	$12K	Sell	290 -9	-3%	-$367	﹤0.01%	295
2020 Q4	$11K	Sell	299 -174	-37%	-$5.57K	﹤0.01%	272
2020 Q3	$13K	Sell	473 -641	-58%	-$17.9K	0.01%	259
2020 Q2	$30K	Sell	1,114 -87,918	-99%	-$2.16M	0.01%	240
2020 Q1	$1.94M	Sell	89,032 -3,253	-4%	-$94.3K	0.98%	33
2019 Q4	$3.01M	Sell	92,285 -391	-0.4%	-$12.2K	1.27%	26
2019 Q3	$2.78M	Buy	92,676 +1,254	+1%	+$37.8K	1.27%	26
2019 Q2	$2.8M	Buy	91,422 +3,554	+4%	+$108K	1.36%	22
2019 Q1	$2.66M	Buy	87,868 +25,040	+40%	+$744K	1.38%	22
2018 Q4	$1.66M	Buy	+62,828	New	+$1.85M	0.96%	37

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Global Wealth Management Investment Advisory's SPSM Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2024, closing a stake of 22 shares — an estimated $928 sold.

Global Wealth Management Investment Advisory first reported a position in SPSM in Q4 2018 and held it in 18 quarters. The position peaked at $3.01M in Q4 2019. 772 funds tracked by Wall St. Rank hold SPSM as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 22 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2024, an estimated $928.
Global Wealth Management Investment Advisory first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.01M in Q4 2019.
772 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.