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Mach-1 Financial Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Mach-1 Financial 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
2023
Q2 		– Sell
-326
Closed -$12.3M – 325
2023
Q1 		$12.3M Buy
+326
New +$12.7K 0.08% 116
2022
Q4 		– Sell
-326
Closed -$11K – 415
2022
Q3 		$11K Hold
326
– – 0.01% 214
2022
Q2 		$11K Buy
+326
New +$12.7K 0.01% 231

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mach-1 Financial Group's SPSM Position: Q2 2023 in Review

Mach-1 Financial Group sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2023, closing a stake of 326 shares — an estimated $12.3M sold.

Mach-1 Financial Group first reported a position in SPSM in Q2 2022 and held it in 3 quarters. The position peaked at $12.3M in Q1 2023. 667 funds tracked by Wall St. Rank hold SPSM as of Q2 2023.

  • Mach-1 Financial Group reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Mach-1 Financial Group sold 326 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2023, an estimated $12.3M.
  • Mach-1 Financial Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2022 and held it in 3 quarters.
  • Mach-1 Financial Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $12.3M in Q1 2023.
  • 667 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2023.

Based on Mach-1 Financial Group's 13F filing for Q2 2023, filed 28 Jul 2023.