NECFA
SPSM icon

New England Capital Financial Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

New England Capital Financial 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
Q2 		– Sell
-374
Closed -$14.1K – 437
2023
Q1 		$14.1K Buy
374
+1
+0.3% +$39 0.01% 218
2022
Q4 		$14.6K Buy
+373
New +$14K 0.01% 221

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

New England Capital Financial Advisors's SPSM Position: Q2 2023 in Review

New England Capital Financial Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2023, closing a stake of 374 shares — an estimated $14.1K sold.

New England Capital Financial Advisors first reported a position in SPSM in Q4 2022 and held it in 2 quarters. The position peaked at $14.6K in Q4 2022. 667 funds tracked by Wall St. Rank hold SPSM as of Q2 2023.

  • New England Capital Financial Advisors reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 374 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2023, an estimated $14.1K.
  • New England Capital Financial Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and held it in 2 quarters.
  • New England Capital Financial Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $14.6K in Q4 2022.
  • 667 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2023.

Based on New England Capital Financial Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.