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

TCI Wealth Advisors’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	-52	Closed	-$1.92K	–	2628
2022 Q4	$1.92K	Sell	52 -1,961	-97%	-$73.5K	﹤0.01%	1987
2022 Q3	$69K	Buy	2,013 +1,961	+3,771%	+$74.2K	0.01%	309
2022 Q2	$2K	Hold	52	–	–	﹤0.01%	2049
2022 Q1	$2K	Hold	52	–	–	﹤0.01%	2029
2021 Q4	$2K	Hold	52	–	–	﹤0.01%	2123
2021 Q3	$2K	Hold	52	–	–	﹤0.01%	2178
2021 Q2	$2K	Hold	52	–	–	﹤0.01%	2090
2021 Q1	$2K	Hold	52	–	–	﹤0.01%	1893
2020 Q4	$2K	Hold	52	–	–	﹤0.01%	1272
2020 Q3	$1K	Hold	52	–	–	﹤0.01%	1428
2020 Q2	$1K	Hold	52	–	–	﹤0.01%	1353
2020 Q1	$1K	Hold	52	–	–	﹤0.01%	1341
2019 Q4	$2K	Hold	52	–	–	﹤0.01%	1199
2019 Q3	$2K	Hold	52	–	–	﹤0.01%	1140
2019 Q2	$2K	Buy	+52	New	+$1.58K	﹤0.01%	1063
2019 Q1	–	Sell	-1,319	Closed	-$35K	–	1539
2018 Q4	$35K	Buy	+1,319	New	+$38.9K	0.02%	376
2015 Q3	–	Sell	-174	Closed	-$4K	–	1015
2015 Q2	$4K	Buy	+174	New	+$4.31K	﹤0.01%	699

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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 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

TCI Wealth Advisors's SPSM Position: Q1 2023 in Review

TCI Wealth Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2023, closing a stake of 52 shares — an estimated $1.92K sold.

TCI Wealth Advisors first reported a position in SPSM in Q2 2015 and held it in 17 quarters. The position peaked at $69K in Q3 2022. 476 funds tracked by Wall St. Rank hold SPSM as of Q1 2023.

TCI Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 52 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2023, an estimated $1.92K.
TCI Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2015 and held it in 17 quarters.
TCI Wealth Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $69K in Q3 2022.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.