My Legacy Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

My Legacy Advisors’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 Q4	–	Sell	-11,716	Closed	-$416K	–	213
2023 Q3	$416K	Buy	11,716 +379	+3%	+$14.8K	0.17%	157
2023 Q2	$452K	Buy	11,337 +759	+7%	+$28.2K	0.18%	157
2023 Q1	$394K	Sell	10,578 -122	-1%	-$4.76K	0.17%	163
2022 Q4	$449K	Sell	10,700 -1,713	-14%	-$64.2K	0.19%	157
2022 Q3	$432K	Buy	+12,413	New	+$470K	0.22%	159

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

My Legacy Advisors's SPSM Position: Q4 2023 in Review

My Legacy Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2023, closing a stake of 11,716 shares — an estimated $416K sold.

My Legacy Advisors first reported a position in SPSM in Q3 2022 and held it in 5 quarters. The position peaked at $452K in Q2 2023. 775 funds tracked by Wall St. Rank hold SPSM as of Q4 2023.

My Legacy Advisors reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2023 after selling out during the quarter.
My Legacy Advisors sold 11,716 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2023, an estimated $416K.
My Legacy Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2022 and held it in 5 quarters.
My Legacy Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $452K in Q2 2023.
775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2023.

Based on My Legacy Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.