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Ruggie Capital Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Ruggie Capital Group’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
Q3 		– Sell
-395
Closed -$12K – 254
2019
Q2 		$12K Buy
+395
New +$12K 0.02% 115
2019
Q1 		– Sell
-153
Closed -$4K – 414
2018
Q4 		$4K Buy
+153
New +$4.51K ﹤0.01% 401

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Ruggie Capital Group's SPSM Position: Q3 2019 in Review

Ruggie Capital Group sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2019, closing a stake of 395 shares — an estimated $12K sold.

Ruggie Capital Group first reported a position in SPSM in Q4 2018 and held it in 2 quarters. The position peaked at $12K in Q2 2019. 211 funds tracked by Wall St. Rank hold SPSM as of Q3 2019.

  • Ruggie Capital Group reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2019 after selling out during the quarter.
  • Ruggie Capital Group sold 395 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2019, an estimated $12K.
  • Ruggie Capital Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2018 and held it in 2 quarters.
  • Ruggie Capital Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $12K in Q2 2019.
  • 211 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2019.

Based on Ruggie Capital Group's 13F filing for Q3 2019, filed 6 Nov 2019.