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L & S Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

L & S 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 		– Sell
-5,378
Closed -$209K – 329
2023
Q2 		$209K Buy
+5,378
New +$200K 0.03% 290

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
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 $8.42B AUM 14.36% 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

L & S Advisors's SPSM Position: Q3 2023 in Review

L & S Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2023, closing a stake of 5,378 shares — an estimated $209K sold.

L & S Advisors first reported a position in SPSM in Q2 2023 and held it in 1 quarter. The position peaked at $209K in Q2 2023. 683 funds tracked by Wall St. Rank hold SPSM as of Q3 2023.

  • L & S Advisors reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2023 after selling out during the quarter.
  • L & S Advisors sold 5,378 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2023, an estimated $209K.
  • L & S Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and held it in 1 quarter.
  • L & S Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $209K in Q2 2023.
  • 683 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2023.

Based on L & S Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.