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Valley Brook Capital Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Valley Brook Capital Group’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
Q2 		– Sell
-65
Closed -$2K – 382
2021
Q1 		$2K Buy
+65
New +$2.65K ﹤0.01% 449

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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Valley Brook Capital Group's SPSM Position: Q2 2021 in Review

Valley Brook Capital Group sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2021, closing a stake of 65 shares — an estimated $2K sold.

Valley Brook Capital Group first reported a position in SPSM in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 344 funds tracked by Wall St. Rank hold SPSM as of Q2 2021.

  • Valley Brook Capital Group reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Valley Brook Capital Group sold 65 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2021, an estimated $2K.
  • Valley Brook Capital Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2021 and held it in 1 quarter.
  • Valley Brook Capital Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2K in Q1 2021.
  • 344 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.