Vectors Research Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Vectors Research Management’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	-126	Closed	-$5K	–	509
2021 Q1	$5K	Hold	126	–	–	﹤0.01%	388
2020 Q4	$5K	Hold	126	–	–	﹤0.01%	377
2020 Q3	$3K	Hold	126	–	–	﹤0.01%	372
2020 Q2	$3K	Hold	126	–	–	﹤0.01%	379
2020 Q1	$3K	Hold	126	–	–	﹤0.01%	404
2019 Q4	$4K	Hold	126	–	–	﹤0.01%	448
2019 Q3	$4K	Hold	126	–	–	﹤0.01%	383
2019 Q2	$4K	Hold	126	–	–	﹤0.01%	348
2019 Q1	$4K	Hold	126	–	–	﹤0.01%	351
2018 Q4	$3K	Hold	126	–	–	﹤0.01%	579
2018 Q3	$4K	Buy	+126	New	+$4.2K	﹤0.01%	401

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 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

Vectors Research Management's SPSM Position: Q2 2021 in Review

Vectors Research Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2021, closing a stake of 126 shares — an estimated $5K sold.

Vectors Research Management first reported a position in SPSM in Q3 2018 and held it in 11 quarters. The position peaked at $5K in Q1 2021. 344 funds tracked by Wall St. Rank hold SPSM as of Q2 2021.

Vectors Research Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2021 after selling out during the quarter.
Vectors Research Management sold 126 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2021, an estimated $5K.
Vectors Research Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2018 and held it in 11 quarters.
Vectors Research Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $5K 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 Vectors Research Management's 13F filing for Q2 2021, filed 9 Aug 2021.