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

TrustCore Financial Services’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
2022
Q4 		$10.9K Hold
295
– – ﹤0.01% 706
2022
Q3 		$10K Buy
+295
New +$11.2K ﹤0.01% 751

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

TrustCore Financial Services's SPSM Position: Q4 2022 in Review

TrustCore Financial Services held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q4 2022 at 295 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

TrustCore Financial Services first reported a position in SPSM in Q3 2022 and has held it in 2 quarters since. 475 funds tracked by Wall St. Rank hold SPSM as of Q4 2022.

  • TrustCore Financial Services held 295 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $10.9K as of Q4 2022.
  • TrustCore Financial Services left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q4 2022.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #706 holding.
  • TrustCore Financial Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2022 and has held it in 2 quarters since.
  • 475 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.