Industrial Alliance Investment Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Industrial Alliance Investment 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
2022 Q4	–	Sell	-10,350	Closed	-$353K	–	466
2022 Q3	$353K	Buy	+10,350	New	+$392K	0.01%	307

Other funds holding SPSM

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Industrial Alliance Investment Management's SPSM Position: Q4 2022 in Review

Industrial Alliance Investment Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2022, closing a stake of 10,350 shares — an estimated $353K sold.

Industrial Alliance Investment Management first reported a position in SPSM in Q3 2022 and held it in 1 quarter. The position peaked at $353K in Q3 2022. 476 funds tracked by Wall St. Rank hold SPSM as of Q4 2022.

Industrial Alliance Investment Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2022 after selling out during the quarter.
Industrial Alliance Investment Management sold 10,350 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2022, an estimated $353K.
Industrial Alliance Investment Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2022 and held it in 1 quarter.
Industrial Alliance Investment Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $353K in Q3 2022.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2022.

Based on Industrial Alliance Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.