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

Tectonic 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
2021
Q4 		– Sell
-3,018
Closed -$129K – 234
2021
Q3 		$129K Buy
+3,018
New +$129K 0.03% 188
2021
Q1 		– Sell
-1,375
Closed -$49K – 209
2020
Q4 		$49K Buy
+1,375
New +$44K 0.01% 171

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Tectonic Advisors's SPSM Position: Q4 2021 in Review

Tectonic Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2021, closing a stake of 3,018 shares — an estimated $129K sold.

Tectonic Advisors first reported a position in SPSM in Q4 2020 and held it in 2 quarters. The position peaked at $129K in Q3 2021. 414 funds tracked by Wall St. Rank hold SPSM as of Q4 2021.

  • Tectonic Advisors reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Tectonic Advisors sold 3,018 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2021, an estimated $129K.
  • Tectonic Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and held it in 2 quarters.
  • Tectonic Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $129K in Q3 2021.
  • 414 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2021.

Based on Tectonic Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.