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

MGO Private 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
2023
Q1 		– Sell
-7,553
Closed -$279K – 123
2022
Q4 		$279K Sell
7,553
-2,864
-27% -$107K 0.13% 100
2022
Q3 		$355K Buy
+10,417
New +$394K 0.17% 85

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
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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

MGO Private Wealth's SPSM Position: Q1 2023 in Review

MGO Private Wealth sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2023, closing a stake of 7,553 shares — an estimated $279K sold.

MGO Private Wealth first reported a position in SPSM in Q3 2022 and held it in 2 quarters. The position peaked at $355K in Q3 2022. 477 funds tracked by Wall St. Rank hold SPSM as of Q1 2023.

  • MGO Private Wealth reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2023 after selling out during the quarter.
  • MGO Private Wealth sold 7,553 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2023, an estimated $279K.
  • MGO Private Wealth first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2022 and held it in 2 quarters.
  • MGO Private Wealth's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $355K in Q3 2022.
  • 477 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2023.

Based on MGO Private Wealth's 13F filing for Q1 2023, filed 17 Apr 2023.