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

Vantage Investment 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
2018
Q3 		$1K Hold
37
– – ﹤0.01% 734
2018
Q2 		$1K Buy
+37
New +$1.17K ﹤0.01% 733

Other funds holding SPSM

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Vantage Investment Advisors's SPSM Position: Q3 2018 in Review

Vantage Investment Advisors held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q3 2018 at 37 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Vantage Investment Advisors first reported a position in SPSM in Q2 2018 and has held it in 2 quarters since. 186 funds tracked by Wall St. Rank hold SPSM as of Q3 2018.

  • Vantage Investment Advisors held 37 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1K as of Q3 2018.
  • Vantage Investment Advisors left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q3 2018.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #734 holding.
  • Vantage Investment Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2018 and has held it in 2 quarters since.
  • 186 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.