One Advisory Partners’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-5,871
Closed -$222K 42
2023
Q1
$222K Sell
5,871
-45,884
-89% -$1.79M 0.13% 40
2022
Q4
$1.91M Buy
51,755
+657
+1% +$24.6K 1.22% 20
2022
Q3
$1.74M Buy
+51,098
New +$1.93M 1.2% 18

Other funds holding SPSM

One Advisory Partners's SPSM Position: Q2 2023 in Review

One Advisory Partners sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2023, closing a stake of 5,871 shares — an estimated $222K sold.

One Advisory Partners first reported a position in SPSM in Q3 2022 and held it in 3 quarters. The position peaked at $1.91M in Q4 2022. 667 funds tracked by Wall St. Rank hold SPSM as of Q2 2023.

  • One Advisory Partners reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2023 after selling out during the quarter.
  • One Advisory Partners sold 5,871 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2023, an estimated $222K.
  • One Advisory Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2022 and held it in 3 quarters.
  • One Advisory Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.91M 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 One Advisory Partners's 13F filing for Q2 2023, filed 12 Jul 2023.