Valley Financial Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
Other funds holding SPSM
VA
CCWA
PAG
Valley Financial Management's SPSM Position: Q2 2023 in Review
Valley Financial Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 122% in Q2 2023, buying an estimated $3.06M and bringing the position to 149,771 shares worth $5.82M. The position accounts for 3.01% of the portfolio, ranked #16.
Valley Financial Management first reported a position in SPSM in Q1 2023 and has held it in 2 quarters since. 667 funds tracked by Wall St. Rank hold SPSM as of Q2 2023.
- Valley Financial Management held 149,771 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $5.82M as of Q2 2023.
- Valley Financial Management bought 82,262 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2023, an estimated $3.06M.
- State Street SPDR Portfolio S&P 600 Small Cap ETF made up 3.01% of Valley Financial Management's portfolio in Q2 2023, its #16 holding.
- Valley Financial Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2023 and has held it in 2 quarters since.
- 667 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2023.
Based on Valley Financial Management's 13F filing for Q2 2023, filed 14 Aug 2023.