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

WFG 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
2015
Q1 		– Sell
-66
Closed -$2K – 2064
2014
Q4 		$2K Buy
+66
New +$1.51K ﹤0.01% 1874

Other funds holding SPSM

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HMC
Harvard Management Company Boston, Massachusetts $4.26B AUM 5.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

WFG Advisors's SPSM Position: Q1 2015 in Review

WFG Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2015, closing a stake of 66 shares — an estimated $2K sold.

WFG Advisors first reported a position in SPSM in Q4 2014 and held it in 1 quarter. The position peaked at $2K in Q4 2014. 19 funds tracked by Wall St. Rank hold SPSM as of Q1 2015.

  • WFG Advisors reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 66 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2015, an estimated $2K.
  • WFG Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2014 and held it in 1 quarter.
  • WFG Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2K in Q4 2014.
  • 19 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.