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Okabena Investment Services’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Okabena Investment Services’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
-60
Closed -$3.92K – 245
2022
Q4 		$3.92K Buy
+60
New +$2.25K ﹤0.01% 167

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

Okabena Investment Services's SPSM Position: Q1 2023 in Review

Okabena Investment Services sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2023, closing a stake of 60 shares — an estimated $3.92K sold.

Okabena Investment Services first reported a position in SPSM in Q4 2022 and held it in 1 quarter. The position peaked at $3.92K in Q4 2022. 477 funds tracked by Wall St. Rank hold SPSM as of Q1 2023.

  • Okabena Investment Services reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Okabena Investment Services sold 60 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2023, an estimated $3.92K.
  • Okabena Investment Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and held it in 1 quarter.
  • Okabena Investment Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.92K in Q4 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 Okabena Investment Services's 13F filing for Q1 2023, filed 15 May 2023.