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

Signature Wealth Management 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
2018 Q4	–	Sell	-641	Closed	-$19K	–	259
2018 Q3	$19K	Hold	641	–	–	0.01%	152
2018 Q2	$21K	Hold	641	–	–	0.02%	144
2018 Q1	$19K	Hold	641	–	–	0.01%	146
2017 Q4	$19K	Buy	+641	New	+$19K	0.01%	149

Other funds holding SPSM

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Signature Wealth Management Group's SPSM Position: Q4 2018 in Review

Signature Wealth Management Group sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2018, closing a stake of 641 shares — an estimated $19K sold.

Signature Wealth Management Group first reported a position in SPSM in Q4 2017 and held it in 4 quarters. The position peaked at $21K in Q2 2018. 212 funds tracked by Wall St. Rank hold SPSM as of Q4 2018.

Signature Wealth Management Group reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 641 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2018, an estimated $19K.
Signature Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $21K in Q2 2018.
212 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.