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KPP Advisory Services’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

KPP Advisory Services’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
Q4 		– Sell
-5,742
Closed -$212K – 203
2023
Q3 		$212K Buy
+5,742
New +$224K 0.07% 194

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KPP Advisory Services's SPSM Position: Q4 2023 in Review

KPP Advisory Services sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2023, closing a stake of 5,742 shares — an estimated $212K sold.

KPP Advisory Services first reported a position in SPSM in Q3 2023 and held it in 1 quarter. The position peaked at $212K in Q3 2023. 776 funds tracked by Wall St. Rank hold SPSM as of Q4 2023.

  • KPP Advisory Services reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2023 after selling out during the quarter.
  • KPP Advisory Services sold 5,742 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2023, an estimated $212K.
  • KPP Advisory Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2023 and held it in 1 quarter.
  • KPP Advisory Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $212K in Q3 2023.
  • 776 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2023.

Based on KPP Advisory Services's 13F filing for Q4 2023, filed 14 Feb 2024.