RWA
SPSM icon

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

River Wealth 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
2019
Q1 		– Sell
-701
Closed -$18K – 442
2018
Q4 		$18K Sell
701
-125
-15% -$3.69K 0.01% 354
2018
Q3 		$27K Buy
826
+75
+10% +$2.5K 0.01% 349
2018
Q2 		$24K Buy
+751
New +$23.7K 0.01% 340

Other funds holding SPSM

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

River Wealth Advisors's SPSM Position: Q1 2019 in Review

River Wealth Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2019, closing a stake of 701 shares — an estimated $18K sold.

River Wealth Advisors first reported a position in SPSM in Q2 2018 and held it in 3 quarters. The position peaked at $27K in Q3 2018. 205 funds tracked by Wall St. Rank hold SPSM as of Q1 2019.

  • River Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 701 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2019, an estimated $18K.
  • River Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $27K in Q3 2018.
  • 205 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.