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

Investment Research & Advisory Group’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
-330
Closed -$13.9K – 232
2023
Q4 		$13.9K Buy
+330
New +$12.4K 0.01% 135

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

Investment Research & Advisory Group's SPSM Position: Q1 2024 in Review

Investment Research & Advisory Group sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2024, closing a stake of 330 shares — an estimated $13.9K sold.

Investment Research & Advisory Group first reported a position in SPSM in Q4 2023 and held it in 1 quarter. The position peaked at $13.9K in Q4 2023. 772 funds tracked by Wall St. Rank hold SPSM as of Q1 2024.

  • Investment Research & Advisory Group reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Investment Research & Advisory Group sold 330 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2024, an estimated $13.9K.
  • Investment Research & Advisory Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and held it in 1 quarter.
  • Investment Research & Advisory Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $13.9K in Q4 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 Investment Research & Advisory Group's 13F filing for Q1 2024, filed 17 Apr 2024.