QWM
SPSM icon

QP Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

QP Wealth Management’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 		$568K Sell
15,391
-3,233
-17% -$126K 0.99% 35
2023
Q2 		$723K Buy
18,624
+823
+5% +$30.6K 1.15% 30
2023
Q1 		$672K Buy
17,801
+6,867
+63% +$268K 1.1% 33
2022
Q4 		$404K Sell
10,934
-12,201
-53% -$457K 0.63% 40
2022
Q3 		$792K Sell
23,135
-936
-4% -$35.4K 1.14% 31
2022
Q2 		$866K Sell
24,071
-1,755
-7% -$68.1K 1.19% 31
2022
Q1 		$1.09M Sell
25,826
-1,319
-5% -$55.5K 1.21% 29
2021
Q4 		$1.21M Buy
27,145
+1,986
+8% +$88.3K 1.29% 29
2021
Q3 		$1.07M Buy
25,159
+103
+0.4% +$4.41K 1.15% 31
2021
Q2 		$1.1M Buy
+25,056
New +$1.09M 1.13% 31

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 $376B 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 $431B 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