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

Oak Harbor Wealth Partners’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
Q3 		– Sell
-290
Closed -$11.3K – 231
2023
Q2 		$11.3K Buy
+290
New +$10.8K ﹤0.01% 219

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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

Oak Harbor Wealth Partners's SPSM Position: Q3 2023 in Review

Oak Harbor Wealth Partners sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2023, closing a stake of 290 shares — an estimated $11.3K sold.

Oak Harbor Wealth Partners first reported a position in SPSM in Q2 2023 and held it in 1 quarter. The position peaked at $11.3K in Q2 2023. 683 funds tracked by Wall St. Rank hold SPSM as of Q3 2023.

  • Oak Harbor Wealth Partners reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 290 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2023, an estimated $11.3K.
  • Oak Harbor Wealth Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and held it in 1 quarter.
  • Oak Harbor Wealth Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $11.3K in Q2 2023.
  • 683 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2023.

Based on Oak Harbor Wealth Partners's 13F filing for Q3 2023, filed 19 Oct 2023.