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

Milestone 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
2022
Q3 		$5K Sell
133
-10
-7% -$379 0.01% 199
2022
Q2 		$5K Hold
143
– – 0.01% 206
2022
Q1 		$6K Hold
143
– – ﹤0.01% 228
2021
Q4 		$6K Buy
+143
New +$6.36K ﹤0.01% 228

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

Milestone Wealth's SPSM Position: Q3 2022 in Review

Milestone Wealth reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 7% in Q3 2022, selling an estimated $379 and leaving 133 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #199.

Milestone Wealth first reported a position in SPSM in Q4 2021 and has held it in 4 quarters since. The position peaked at $6K in Q1 2022. 429 funds tracked by Wall St. Rank hold SPSM as of Q3 2022.

  • Milestone Wealth held 133 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $5K as of Q3 2022.
  • Milestone Wealth sold 10 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2022, an estimated $379.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #199 holding.
  • Milestone Wealth first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $6K in Q1 2022.
  • 429 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.