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JP Morgan Private Wealth Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q3 		$8.6M Sell
232,940
-22,767
-9% -$887K 0.02% 399
2023
Q2 		$9.93M Buy
255,707
+193,780
+313% +$7.2M 0.05% 233
2023
Q1 		$2.34M Buy
61,927
+9,522
+18% +$372K 0.01% 822
2022
Q4 		$1.94M Buy
52,405
+39,259
+299% +$1.47M ﹤0.01% 866
2022
Q3 		$448K Sell
13,146
-240
-2% -$9.08K ﹤0.01% 1509
2022
Q2 		$482K Buy
13,386
+1,230
+10% +$47.7K ﹤0.01% 1468
2022
Q1 		$511K Buy
12,156
+51
+0.4% +$2.15K ﹤0.01% 1526
2021
Q4 		$541K Buy
12,105
+61
+0.5% +$2.71K ﹤0.01% 1517
2021
Q3 		$513K Buy
12,044
+604
+5% +$25.9K ﹤0.01% 1491
2021
Q2 		$503K Hold
11,440
– – ﹤0.01% 1477
2021
Q1 		$484K Buy
11,440
+1,403
+14% +$57.2K ﹤0.01% 1324
2020
Q4 		$359K Buy
10,037
+80
+0.8% +$2.56K ﹤0.01% 1424
2020
Q3 		$273K Sell
9,957
-93
-0.9% -$2.59K ﹤0.01% 1399
2020
Q2 		$267K Sell
10,050
-36
-0.4% -$884 ﹤0.01% 1356
2020
Q1 		$220K Sell
10,086
-776
-7% -$22.5K ﹤0.01% 1259
2019
Q4 		$354K Buy
10,862
+1,493
+16% +$46.6K ﹤0.01% 1169
2019
Q3 		$281K Buy
9,369
+51
+0.5% +$1.54K ﹤0.01% 1220
2019
Q2 		$286K Buy
+9,318
New +$283K ﹤0.01% 1169
2019
Q1 		– Sell
-9,266
Closed -$244K – 1509
2018
Q4 		$244K Hold
9,266
– – ﹤0.01% 1259
2018
Q3 		$308K Hold
9,266
– – ﹤0.01% 1282
2018
Q2 		$299K Buy
+9,266
New +$292K ﹤0.01% 1207

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 $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SPSM Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 8.9% in Q3 2023, selling an estimated $887K and leaving 232,940 shares worth $8.6M. The position accounts for 0.02% of the portfolio, ranked #399.

JP Morgan Private Wealth Advisors first reported a position in SPSM in Q2 2018 and has held it in 21 quarters since. The position peaked at $9.93M in Q2 2023. 684 funds tracked by Wall St. Rank hold SPSM as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 232,940 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $8.6M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 22,767 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2023, an estimated $887K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #399 holding.
  • JP Morgan Private Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2018 and has held it in 21 quarters since.
  • JP Morgan Private Wealth Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $9.93M in Q2 2023.
  • 684 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.