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PFG Investments’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

PFG Investments’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
2024
Q2 		– Sell
-5,060
Closed -$218K – 1082
2024
Q1 		$218K Buy
+5,060
New +$209K 0.01% 864

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

PFG Investments's SPSM Position: Q2 2024 in Review

PFG Investments sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2024, closing a stake of 5,060 shares — an estimated $218K sold.

PFG Investments first reported a position in SPSM in Q1 2024 and held it in 1 quarter. The position peaked at $218K in Q1 2024. 807 funds tracked by Wall St. Rank hold SPSM as of Q2 2024.

  • PFG Investments reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2024 after selling out during the quarter.
  • PFG Investments sold 5,060 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2024, an estimated $218K.
  • PFG Investments first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and held it in 1 quarter.
  • PFG Investments's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $218K in Q1 2024.
  • 807 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2024.

Based on PFG Investments's 13F filing for Q2 2024, filed 7 Aug 2024.