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

SeaCrest 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
2018
Q1 		– Sell
-360
Closed -$11K – 2280
2017
Q4 		$11K Buy
+360
New +$10.7K ﹤0.01% 1568

Other funds holding SPSM

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $528M AUM 14.85% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

SeaCrest Wealth Management's SPSM Position: Q1 2018 in Review

SeaCrest Wealth Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2018, closing a stake of 360 shares — an estimated $11K sold.

SeaCrest Wealth Management first reported a position in SPSM in Q4 2017 and held it in 1 quarter. The position peaked at $11K in Q4 2017. 119 funds tracked by Wall St. Rank hold SPSM as of Q1 2018.

  • SeaCrest Wealth Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2018 after selling out during the quarter.
  • SeaCrest Wealth Management sold 360 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2018, an estimated $11K.
  • SeaCrest Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2017 and held it in 1 quarter.
  • SeaCrest Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $11K in Q4 2017.
  • 119 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2018.

Based on SeaCrest Wealth Management's 13F filing for Q1 2018, filed 20 Apr 2018.