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

Optimum Investment 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
-444
Closed -$16.4K – 710
2023
Q3 		$16.4K Hold
444
– – 0.01% 491
2023
Q2 		$17.2K Buy
+444
New +$16.5K 0.01% 490
2021
Q3 		– Sell
-1,200
Closed -$53K – 919
2021
Q2 		$53K Hold
1,200
– – 0.02% 492
2021
Q1 		$51K Hold
1,200
– – 0.01% 503
2020
Q4 		$43K Hold
1,200
– – 0.01% 502
2020
Q3 		$33K Hold
1,200
– – 0.01% 516
2020
Q2 		$32K Hold
1,200
– – 0.01% 520
2020
Q1 		$26K Hold
1,200
– – 0.01% 524
2019
Q4 		$39K Hold
1,200
– – 0.01% 559
2019
Q3 		$36K Hold
1,200
– – 0.01% 570
2019
Q2 		$37K Hold
1,200
– – 0.01% 565
2019
Q1 		$36K Hold
1,200
– – 0.01% 582
2018
Q4 		$32K Hold
1,200
– – 0.01% 552
2018
Q3 		$40K Hold
1,200
– – 0.01% 583
2018
Q2 		$39K Hold
1,200
– – 0.01% 581
2018
Q1 		$36K Buy
+1,200
New +$36.5K 0.01% 587
2015
Q1 		$30K Hold
1,200
– – 0.01% 607
2014
Q4 		$29K Hold
1,200
– – 0.01% 629
2014
Q3 		$26K Hold
1,200
– – 0.01% 599
2014
Q2 		$28K Buy
+1,200
New +$27.2K 0.01% 602

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Optimum Investment Advisors's SPSM Position: Q4 2023 in Review

Optimum Investment Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2023, closing a stake of 444 shares — an estimated $16.4K sold.

Optimum Investment Advisors first reported a position in SPSM in Q2 2014 and held it in 20 quarters. The position peaked at $53K in Q2 2021. 776 funds tracked by Wall St. Rank hold SPSM as of Q4 2023.

  • Optimum Investment 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.
  • Optimum Investment Advisors sold 444 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2023, an estimated $16.4K.
  • Optimum Investment Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2014 and held it in 20 quarters.
  • Optimum Investment Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $53K in Q2 2021.
  • 776 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.