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

Jackson 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
2018
Q4 		– Sell
-77,618
Closed -$2.58M – 99
2018
Q3 		$2.58M Buy
77,618
+1,788
+2% +$59.5K 0.54% 42
2018
Q2 		$2.5M Buy
75,830
+13,177
+21% +$415K 0.58% 44
2018
Q1 		$1.88M Sell
62,653
-3,996
-6% -$122K 0.52% 52
2017
Q4 		$2.04M Buy
+66,649
New +$1.97M 0.52% 58

Other funds holding SPSM

HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Jackson Wealth Management's SPSM Position: Q4 2018 in Review

Jackson Wealth Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2018, closing a stake of 77,618 shares — an estimated $2.58M sold.

Jackson Wealth Management first reported a position in SPSM in Q4 2017 and held it in 4 quarters. The position peaked at $2.58M in Q3 2018. 212 funds tracked by Wall St. Rank hold SPSM as of Q4 2018.

  • Jackson Wealth Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Jackson Wealth Management sold 77,618 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2018, an estimated $2.58M.
  • Jackson Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2017 and held it in 4 quarters.
  • Jackson Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.58M in Q3 2018.
  • 212 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2018.

Based on Jackson Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.