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

Lumature Wealth Partners’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
2022
Q3 		– Sell
-22
Closed -$1K – 423
2022
Q2 		$1K Buy
+22
New +$854 ﹤0.01% 406

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VA
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Lumature Wealth Partners's SPSM Position: Q3 2022 in Review

Lumature Wealth Partners sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2022, closing a stake of 22 shares — an estimated $1K sold.

Lumature Wealth Partners first reported a position in SPSM in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 430 funds tracked by Wall St. Rank hold SPSM as of Q3 2022.

  • Lumature Wealth Partners reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Lumature Wealth Partners sold 22 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2022, an estimated $1K.
  • Lumature Wealth Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2022 and held it in 1 quarter.
  • Lumature Wealth Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1K in Q2 2022.
  • 430 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2022.

Based on Lumature Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.