Ameritas Investment Company’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Ameritas Investment Company’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
2021 Q2	–	Sell	-16,928	Closed	-$716K	–	1893
2021 Q1	$716K	Buy	+16,928	New	+$690K	0.06%	277
2020 Q1	–	Sell	-89	Closed	-$3K	–	1824
2019 Q4	$3K	Buy	+89	New	+$2.78K	﹤0.01%	817
2019 Q1	–	Sell	-665	Closed	-$18K	–	1686
2018 Q4	$18K	Buy	+665	New	+$19.6K	﹤0.01%	910

Other funds holding SPSM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Ameritas Investment Company's SPSM Position: Q2 2021 in Review

Ameritas Investment Company sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2021, closing a stake of 16,928 shares — an estimated $716K sold.

Ameritas Investment Company first reported a position in SPSM in Q4 2018 and held it in 3 quarters. The position peaked at $716K in Q1 2021. 345 funds tracked by Wall St. Rank hold SPSM as of Q2 2021.

Ameritas Investment Company reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 16,928 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2021, an estimated $716K.
Ameritas Investment Company first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2018 and held it in 3 quarters.
Ameritas Investment Company's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $716K in Q1 2021.
345 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.