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

Rinkey 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
2022
Q1 		– Sell
-3,191
Closed -$140K – 219
2021
Q4 		$140K Buy
+3,191
New +$142K 0.13% 44

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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Rinkey Investments's SPSM Position: Q1 2022 in Review

Rinkey Investments sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2022, closing a stake of 3,191 shares — an estimated $140K sold.

Rinkey Investments first reported a position in SPSM in Q4 2021 and held it in 1 quarter. The position peaked at $140K in Q4 2021. 435 funds tracked by Wall St. Rank hold SPSM as of Q1 2022.

  • Rinkey Investments reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Rinkey Investments sold 3,191 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2022, an estimated $140K.
  • Rinkey Investments first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and held it in 1 quarter.
  • Rinkey Investments's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $140K in Q4 2021.
  • 435 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2022.

Based on Rinkey Investments's 13F filing for Q1 2022, filed 9 May 2022.