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

Vigilant Capital 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
2022 Q4	–	Sell	-120	Closed	-$4K	–	558
2022 Q3	$4K	Buy	+120	New	+$4.54K	﹤0.01%	531
2019 Q2	–	Sell	-482	Closed	-$15K	–	479
2019 Q1	$15K	Hold	482	–	–	﹤0.01%	344
2018 Q4	$13K	Hold	482	–	–	﹤0.01%	355
2018 Q3	$16K	Buy	+482	New	+$16.1K	﹤0.01%	375

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Vigilant Capital Management's SPSM Position: Q4 2022 in Review

Vigilant Capital Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2022, closing a stake of 120 shares — an estimated $4K sold.

Vigilant Capital Management first reported a position in SPSM in Q3 2018 and held it in 4 quarters. The position peaked at $16K in Q3 2018. 475 funds tracked by Wall St. Rank hold SPSM as of Q4 2022.

Vigilant Capital Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2022 after selling out during the quarter.
Vigilant Capital Management sold 120 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2022, an estimated $4K.
Vigilant Capital Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2018 and held it in 4 quarters.
Vigilant Capital Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $16K in Q3 2018.
475 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2022.

Based on Vigilant Capital Management's 13F filing for Q4 2022, filed 26 Jan 2023.