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Strategic Capital Alternatives’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Strategic Capital Alternatives’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
2015
Q3 		– Sell
-657
Closed -$16K – 450
2015
Q2 		$16K Buy
+657
New +$16.3K ﹤0.01% 403

Other funds holding SPSM

HMC
Harvard Management Company Boston, Massachusetts $4.26B AUM 5.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Strategic Capital Alternatives's SPSM Position: Q3 2015 in Review

Strategic Capital Alternatives sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2015, closing a stake of 657 shares — an estimated $16K sold.

Strategic Capital Alternatives first reported a position in SPSM in Q2 2015 and held it in 1 quarter. The position peaked at $16K in Q2 2015. 24 funds tracked by Wall St. Rank hold SPSM as of Q3 2015.

  • Strategic Capital Alternatives reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2015 after selling out during the quarter.
  • Strategic Capital Alternatives sold 657 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2015, an estimated $16K.
  • Strategic Capital Alternatives first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2015 and held it in 1 quarter.
  • Strategic Capital Alternatives's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $16K in Q2 2015.
  • 24 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.