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

Accel 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
2023 Q2	–	Sell	-350	Closed	-$13.2K	–	760
2023 Q1	$13.2K	Hold	350	–	–	0.01%	819
2022 Q4	$12.9K	Hold	350	–	–	0.01%	649
2022 Q3	$13K	Hold	350	–	–	0.01%	683
2022 Q2	$13K	Hold	350	–	–	0.01%	653
2022 Q1	$15K	Hold	350	–	–	0.01%	626
2021 Q4	$16K	Hold	350	–	–	0.01%	614
2021 Q3	$15K	Hold	350	–	–	0.01%	561
2021 Q2	$15K	Hold	350	–	–	0.01%	614
2021 Q1	$15K	Hold	350	–	–	0.01%	578
2020 Q4	$13K	Buy	+350	New	+$11.2K	0.01%	582

Other funds holding SPSM

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return