Andrew C. Karlinski’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Andrew C. Karlinski’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
2022 Q4	–	Sell	-111,636	Closed	-$3.8M	–	203
2022 Q3	$3.8M	Buy	111,636 +47,873	+75%	+$1.81M	5.76%	4
2022 Q2	$2.29M	Buy	63,763 +40,542	+175%	+$1.57M	3.37%	8
2022 Q1	$977K	Buy	23,221 +8,365	+56%	+$352K	1.77%	16
2021 Q4	$664K	Buy	+14,856	New	+$660K	1.22%	22

Other funds holding SPSM

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

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

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Andrew C. Karlinski's SPSM Position: Q4 2022 in Review

Andrew C. Karlinski sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2022, closing a stake of 111,636 shares — an estimated $3.8M sold.

Andrew C. Karlinski first reported a position in SPSM in Q4 2021 and held it in 4 quarters. The position peaked at $3.8M in Q3 2022. 476 funds tracked by Wall St. Rank hold SPSM as of Q4 2022.

Andrew C. Karlinski reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2022 after selling out during the quarter.
Andrew C. Karlinski sold 111,636 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2022, an estimated $3.8M.
Andrew C. Karlinski first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and held it in 4 quarters.
Andrew C. Karlinski's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.8M in Q3 2022.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.