Harvest Group Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Harvest Group Wealth Management’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 Q1	$7.33M	Sell	194,090 -6,646	-3%	-$259K	4.56%	8
2022 Q4	$7.42M	Buy	200,736 +6,188	+3%	+$232K	4.87%	7
2022 Q3	$7.01M	Buy	194,548 +6,080	+3%	+$230K	4.66%	7
2022 Q2	$7.4M	Sell	188,468 -21,504	-10%	-$835K	4.56%	7
2022 Q1	$8.83M	Buy	+209,972	New	+$8.84M	5.02%	6

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return

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

Harvest Group Wealth Management's SPSM Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.3% in Q1 2023, selling an estimated $259K and leaving 194,090 shares worth $7.33M. The position accounts for 4.56% of the portfolio, ranked #8.

Harvest Group Wealth Management first reported a position in SPSM in Q1 2022 and has held it in 5 quarters since. The position peaked at $8.83M in Q1 2022. 477 funds tracked by Wall St. Rank hold SPSM as of Q1 2023.

Harvest Group Wealth Management held 194,090 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $7.33M as of Q1 2023.
Harvest Group Wealth Management sold 6,646 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2023, an estimated $259K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 4.56% of Harvest Group Wealth Management's portfolio in Q1 2023, its #8 holding.
Harvest Group Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2022 and has held it in 5 quarters since.
Harvest Group Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $8.83M in Q1 2022.
477 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.