Janney Capital Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Janney Capital 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
2020 Q4	–	Sell	-19,098	Closed	-$523K	–	213
2020 Q3	$523K	Sell	19,098 -761	-4%	-$21.2K	0.04%	138
2020 Q2	$528K	Sell	19,859 -886	-4%	-$21.8K	0.04%	138
2020 Q1	$453K	Sell	20,745 -2,468	-11%	-$71.5K	0.03%	131
2019 Q4	$757K	Buy	+23,213	New	+$725K	0.04%	119

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AAS

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Janney Capital Management's SPSM Position: Q4 2020 in Review

Janney Capital Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2020, closing a stake of 19,098 shares — an estimated $523K sold.

Janney Capital Management first reported a position in SPSM in Q4 2019 and held it in 4 quarters. The position peaked at $757K in Q4 2019. 308 funds tracked by Wall St. Rank hold SPSM as of Q4 2020.

Janney Capital Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2020 after selling out during the quarter.
Janney Capital Management sold 19,098 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2020, an estimated $523K.
Janney Capital Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and held it in 4 quarters.
Janney Capital Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $757K in Q4 2019.
308 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2020.

Based on Janney Capital Management's 13F filing for Q4 2020, filed 25 Jan 2021.