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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-131
Closed -$4K 645
2022
Q3
$4K Hold
131
﹤0.01% 624
2022
Q2
$5K Buy
+131
New +$5.08K ﹤0.01% 638

Other funds holding SPSM

Selective Wealth Management's SPSM Position: Q4 2022 in Review

Selective Wealth Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2022, closing a stake of 131 shares — an estimated $4K sold.

Selective Wealth Management first reported a position in SPSM in Q2 2022 and held it in 2 quarters. The position peaked at $5K in Q2 2022. 476 funds tracked by Wall St. Rank hold SPSM as of Q4 2022.

  • Selective Wealth Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 131 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2022, an estimated $4K.
  • Selective Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2022 and held it in 2 quarters.
  • Selective Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $5K in Q2 2022.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.