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

Linscomb Wealth’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
2020
Q2 		– Sell
-47,665
Closed -$1.04M – 372
2020
Q1 		$1.04M Sell
47,665
-1,531
-3% -$44.4K 0.09% 132
2019
Q4 		$1.6M Buy
+49,196
New +$1.54M 0.1% 131

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Linscomb Wealth's SPSM Position: Q2 2020 in Review

Linscomb Wealth sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2020, closing a stake of 47,665 shares — an estimated $1.04M sold.

Linscomb Wealth first reported a position in SPSM in Q4 2019 and held it in 2 quarters. The position peaked at $1.6M in Q4 2019. 245 funds tracked by Wall St. Rank hold SPSM as of Q2 2020.

  • Linscomb Wealth reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Linscomb Wealth sold 47,665 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2020, an estimated $1.04M.
  • Linscomb Wealth first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and held it in 2 quarters.
  • Linscomb Wealth's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.6M in Q4 2019.
  • 245 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2020.

Based on Linscomb Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.