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Wealthspire Advisors (Maryland)’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-521
Closed -$16K – 1792
2019
Q1 		$16K Hold
521
– – ﹤0.01% 1371
2018
Q4 		$14K Buy
+521
New +$15.4K ﹤0.01% 1352

Other funds holding SPSM

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SPSM Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2019, closing a stake of 521 shares — an estimated $16K sold.

Wealthspire Advisors (Maryland) first reported a position in SPSM in Q4 2018 and held it in 2 quarters. The position peaked at $16K in Q1 2019. 206 funds tracked by Wall St. Rank hold SPSM as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 521 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2019, an estimated $16K.
  • Wealthspire Advisors (Maryland) first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $16K in Q1 2019.
  • 206 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.