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

Kowal Investment 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
2021
Q4 		– Sell
-435
Closed -$19K – 818
2021
Q3 		$19K Buy
+435
New +$18.6K 0.01% 396

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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Kowal Investment Group's SPSM Position: Q4 2021 in Review

Kowal Investment Group sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2021, closing a stake of 435 shares — an estimated $19K sold.

Kowal Investment Group first reported a position in SPSM in Q3 2021 and held it in 1 quarter. The position peaked at $19K in Q3 2021. 414 funds tracked by Wall St. Rank hold SPSM as of Q4 2021.

  • Kowal Investment Group reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 435 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2021, an estimated $19K.
  • Kowal Investment Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $19K in Q3 2021.
  • 414 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.