AG
SPSM icon

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

Advisor Group’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
Q4 		$4.18M Sell
128,190
-2,907
-2% -$90.7K 0.03% 475
2019
Q3 		$3.93M Buy
131,097
+13,950
+12% +$421K 0.03% 494
2019
Q2 		$3.59M Buy
117,147
+16,793
+17% +$511K 0.03% 522
2019
Q1 		$3.03M Sell
100,354
-67,441
-40% -$2M 0.03% 546
2018
Q4 		$4.42M Buy
167,795
+737
+0.4% +$21.7K 0.04% 346
2018
Q3 		$5.55M Buy
167,058
+146,242
+703% +$4.87M 0.06% 290
2018
Q2 		$672K Sell
20,816
-91,076
-81% -$2.87M 0.01% 1116
2018
Q1 		$3.35M Buy
111,892
+99,881
+832% +$3.04M 0.05% 365
2017
Q4 		$362K Buy
12,011
+6,638
+124% +$197K ﹤0.01% 1553
2017
Q3 		$157K Buy
5,373
+2,490
+86% +$69.1K ﹤0.01% 2036
2017
Q2 		$80K Buy
2,883
+408
+16% +$11.1K ﹤0.01% 2493
2017
Q1 		$67K Buy
2,475
+600
+32% +$16.2K ﹤0.01% 2482
2016
Q4 		$50K Sell
1,875
-600
-24% -$15.1K ﹤0.01% 2621
2016
Q3 		$61K Hold
2,475
– – ﹤0.01% 2362
2016
Q2 		$55K Buy
+2,475
New +$55K ﹤0.01% 2360

Other funds holding SPSM

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return