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SPSM icon

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

Hudock Inc’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
-44
Closed -$1K – 646
2022
Q3 		$1K Hold
44
– – ﹤0.01% 726
2022
Q2 		$1K Hold
44
– – ﹤0.01% 718
2022
Q1 		$1K Buy
44
+7
+19% +$295 ﹤0.01% 722
2021
Q4 		$1K Sell
37
-30
-45% -$1.33K ﹤0.01% 734
2021
Q3 		$2K Hold
67
– – ﹤0.01% 775
2021
Q2 		$2K Hold
67
– – ﹤0.01% 747
2021
Q1 		$2K Buy
+67
New +$2.73K ﹤0.01% 751

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Hudock Inc's SPSM Position: Q4 2022 in Review

Hudock Inc sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2022, closing a stake of 44 shares — an estimated $1K sold.

Hudock Inc first reported a position in SPSM in Q1 2021 and held it in 7 quarters. The position peaked at $2K in Q3 2021. 475 funds tracked by Wall St. Rank hold SPSM as of Q4 2022.

  • Hudock Inc reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Hudock Inc sold 44 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2022, an estimated $1K.
  • Hudock Inc first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2021 and held it in 7 quarters.
  • Hudock Inc's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2K in Q3 2021.
  • 475 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.