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

Ten Capital 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 Q2	–	Sell	-16	Closed	-$604	–	480
2023 Q1	$604	Hold	16	–	–	﹤0.01%	498
2022 Q4	$592	Hold	16	–	–	﹤0.01%	524
2022 Q3	$1K	Hold	16	–	–	﹤0.01%	534
2022 Q2	$1K	Hold	16	–	–	﹤0.01%	441
2022 Q1	$1K	Hold	16	–	–	﹤0.01%	461
2021 Q4	$1K	Buy	+16	New	+$711	﹤0.01%	459

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ten Capital Wealth Advisors's SPSM Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2023, closing a stake of 16 shares — an estimated $604 sold.

Ten Capital Wealth Advisors first reported a position in SPSM in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 668 funds tracked by Wall St. Rank hold SPSM as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 16 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2023, an estimated $604.
Ten Capital Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and held it in 6 quarters.
Ten Capital Wealth Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1K in Q3 2022.
668 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.