Beacon Capital Management Inc (Ohio)’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Beacon Capital Management Inc (Ohio)’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
2016 Q4	–	Sell	-48	Closed	-$1K	–	103
2016 Q3	$1K	Buy	+48	New	+$1.15K	﹤0.01%	97

Other funds holding SPSM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HMC

Harvard Management Company Boston, Massachusetts $4.26B AUM 5.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFP

Shepherd Financial Partners Winchester, Massachusetts $1.22B AUM 28.54% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s SPSM Position: Q4 2016 in Review

Beacon Capital Management Inc (Ohio) sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2016, closing a stake of 48 shares — an estimated $1K sold.

Beacon Capital Management Inc (Ohio) first reported a position in SPSM in Q3 2016 and held it in 1 quarter. The position peaked at $1K in Q3 2016. 27 funds tracked by Wall St. Rank hold SPSM as of Q4 2016.

Beacon Capital Management Inc (Ohio) reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2016 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 48 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2016, an estimated $1K.
Beacon Capital Management Inc (Ohio) first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2016 and held it in 1 quarter.
Beacon Capital Management Inc (Ohio)'s State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1K in Q3 2016.
27 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2016.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q4 2016, filed 9 Jan 2017.