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

GoalVest 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
-186
Closed -$7.84K – 470
2023
Q4 		$7.84K Sell
186
-64
-26% -$2.41K ﹤0.01% 267
2023
Q3 		$9.22K Buy
+250
New +$9.74K ﹤0.01% 299

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

GoalVest Advisory's SPSM Position: Q1 2024 in Review

GoalVest Advisory sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2024, closing a stake of 186 shares — an estimated $7.84K sold.

GoalVest Advisory first reported a position in SPSM in Q3 2023 and held it in 2 quarters. The position peaked at $9.22K in Q3 2023. 772 funds tracked by Wall St. Rank hold SPSM as of Q1 2024.

  • GoalVest 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.
  • GoalVest Advisory sold 186 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2024, an estimated $7.84K.
  • GoalVest Advisory first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2023 and held it in 2 quarters.
  • GoalVest Advisory's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $9.22K in Q3 2023.
  • 772 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2024.

Based on GoalVest Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.