VAM
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Visionary Asset Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Visionary Asset 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
2018
Q4 		– Sell
-6,686
Closed -$222K – 253
2018
Q3 		$222K Sell
6,686
-245
-4% -$8.16K 0.07% 267
2018
Q2 		$224K Buy
+6,931
New +$218K 0.07% 243

Other funds holding SPSM

HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Visionary Asset Management's SPSM Position: Q4 2018 in Review

Visionary Asset Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2018, closing a stake of 6,686 shares — an estimated $222K sold.

Visionary Asset Management first reported a position in SPSM in Q2 2018 and held it in 2 quarters. The position peaked at $224K in Q2 2018. 212 funds tracked by Wall St. Rank hold SPSM as of Q4 2018.

  • Visionary Asset Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Visionary Asset Management sold 6,686 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2018, an estimated $222K.
  • Visionary Asset Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2018 and held it in 2 quarters.
  • Visionary Asset Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $224K in Q2 2018.
  • 212 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.