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Segall Bryant & Hamill’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Segall Bryant & Hamill’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 		– Sell
-6,166
Closed -$239K – 673
2023
Q2 		$239K Buy
+6,166
New +$229K ﹤0.01% 660

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
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 $432B 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

Segall Bryant & Hamill's SPSM Position: Q3 2023 in Review

Segall Bryant & Hamill sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2023, closing a stake of 6,166 shares — an estimated $239K sold.

Segall Bryant & Hamill first reported a position in SPSM in Q2 2023 and held it in 1 quarter. The position peaked at $239K in Q2 2023. 683 funds tracked by Wall St. Rank hold SPSM as of Q3 2023.

  • Segall Bryant & Hamill reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Segall Bryant & Hamill sold 6,166 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2023, an estimated $239K.
  • Segall Bryant & Hamill first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and held it in 1 quarter.
  • Segall Bryant & Hamill's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $239K in Q2 2023.
  • 683 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2023.

Based on Segall Bryant & Hamill's 13F filing for Q3 2023, filed 9 Nov 2023.