WWM
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WT Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

WT Wealth 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
2020
Q1 		– Sell
-9,600
Closed -$313K – 86
2019
Q4 		$313K Buy
+9,600
New +$300K 0.24% 73

Other funds holding SPSM

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Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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

WT Wealth Management's SPSM Position: Q1 2020 in Review

WT Wealth Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2020, closing a stake of 9,600 shares — an estimated $313K sold.

WT Wealth Management first reported a position in SPSM in Q4 2019 and held it in 1 quarter. The position peaked at $313K in Q4 2019. 237 funds tracked by Wall St. Rank hold SPSM as of Q1 2020.

  • WT Wealth Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2020 after selling out during the quarter.
  • WT Wealth Management sold 9,600 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2020, an estimated $313K.
  • WT Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and held it in 1 quarter.
  • WT Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $313K in Q4 2019.
  • 237 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2020.

Based on WT Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.