KJWM
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Kiley Juergens Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Kiley Juergens 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
-38
Closed -$1K – 551
2018
Q3 		$1K Hold
38
– – ﹤0.01% 615
2018
Q2 		$1K Buy
+38
New +$1.2K ﹤0.01% 554

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 $7B AUM 14.85% 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

Kiley Juergens Wealth Management's SPSM Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2018, closing a stake of 38 shares — an estimated $1K sold.

Kiley Juergens Wealth Management first reported a position in SPSM in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 212 funds tracked by Wall St. Rank hold SPSM as of Q4 2018.

  • Kiley Juergens 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.
  • Kiley Juergens Wealth Management sold 38 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2018, an estimated $1K.
  • Kiley Juergens Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2018 and held it in 2 quarters.
  • Kiley Juergens Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1K 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 Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.