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

INR Advisory Services’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
2019 Q1	$285K	Buy	9,423 +1,181	+14%	+$35.1K	0.04%	14
2018 Q4	$217K	Buy	8,242 +5,278	+178%	+$156K	0.03%	15
2018 Q3	$99K	Buy	2,964 +1,326	+81%	+$44.2K	0.01%	17
2018 Q2	$53K	Buy	1,638 +515	+46%	+$16.2K	0.01%	24
2018 Q1	$34K	Buy	+1,123	New	+$34.2K	﹤0.01%	28

Other funds holding SPSM

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

INR Advisory Services's SPSM Position: Q1 2019 in Review

INR Advisory Services increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 14% in Q1 2019, buying an estimated $35.1K and bringing the position to 9,423 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #14.

INR Advisory Services first reported a position in SPSM in Q1 2018 and has held it in 5 quarters since. 205 funds tracked by Wall St. Rank hold SPSM as of Q1 2019.

INR Advisory Services held 9,423 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $285K as of Q1 2019.
INR Advisory Services bought 1,181 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2019, an estimated $35.1K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of INR Advisory Services's portfolio in Q1 2019, its #14 holding.
INR Advisory Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2018 and has held it in 5 quarters since.
205 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2019.

Based on INR Advisory Services's 13F filing for Q1 2019, filed 22 Apr 2019.