SFG
SPSM icon

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

SNS Financial 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
2023
Q1 		– Sell
-9,781
Closed -$362K – 201
2022
Q4 		$362K Hold
9,781
– – 0.05% 141
2022
Q3 		$333K Hold
9,781
– – 0.05% 138
2022
Q2 		$352K Sell
9,781
-864
-8% -$33.5K 0.05% 134
2022
Q1 		$448K Hold
10,645
– – 0.05% 134
2021
Q4 		$476K Buy
10,645
+2,956
+38% +$131K 0.05% 141
2021
Q3 		$328K Sell
7,689
-44
-0.6% -$1.89K 0.04% 159
2021
Q2 		$340K Sell
7,733
-193
-2% -$8.38K 0.04% 156
2021
Q1 		$335K Sell
7,926
-140
-2% -$5.71K 0.04% 150
2020
Q4 		$289K Sell
8,066
-207
-3% -$6.63K 0.04% 155
2020
Q3 		$227K Buy
8,273
+18
+0.2% +$502 0.04% 174
2020
Q2 		$219K Sell
8,255
-15,991
-66% -$393K 0.04% 170
2020
Q1 		$530K Buy
24,246
+636
+3% +$18.4K 0.1% 121
2019
Q4 		$770K Buy
23,610
+236
+1% +$7.37K 0.14% 103
2019
Q3 		$701K Sell
23,374
-1,083
-4% -$32.7K 0.13% 94
2019
Q2 		$749K Buy
24,457
+1,034
+4% +$31.4K 0.14% 91
2019
Q1 		$708K Sell
23,423
-379
-2% -$11.3K 0.16% 90
2018
Q4 		$627K Buy
23,802
+11,286
+90% +$333K 0.16% 95
2018
Q3 		$416K Buy
12,516
+1,846
+17% +$61.5K 0.1% 113
2018
Q2 		$344K Buy
10,670
+2,181
+26% +$68.7K 0.09% 116
2018
Q1 		$254K Buy
+8,489
New +$258K 0.07% 135

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

SNS Financial Group's SPSM Position: Q1 2023 in Review

SNS Financial Group sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2023, closing a stake of 9,781 shares — an estimated $362K sold.

SNS Financial Group first reported a position in SPSM in Q1 2018 and held it in 20 quarters. The position peaked at $770K in Q4 2019. 476 funds tracked by Wall St. Rank hold SPSM as of Q1 2023.

  • SNS Financial Group reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2023 after selling out during the quarter.
  • SNS Financial Group sold 9,781 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2023, an estimated $362K.
  • SNS Financial Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2018 and held it in 20 quarters.
  • SNS Financial Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $770K in Q4 2019.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2023.

Based on SNS Financial Group's 13F filing for Q1 2023, filed 28 Apr 2023.