Better Money Decisions’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Better Money Decisions’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 Q4	–	Sell	-5,924	Closed	-$252K	–	502
2021 Q3	$252K	Buy	5,924 +18	+0.3%	+$771	0.21%	62
2021 Q2	$260K	Buy	5,906 +16	+0.3%	+$695	0.23%	59
2021 Q1	$249K	Buy	+5,890	New	+$240K	0.26%	52

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

AAS

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

Better Money Decisions's SPSM Position: Q4 2021 in Review

Better Money Decisions sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2021, closing a stake of 5,924 shares — an estimated $252K sold.

Better Money Decisions first reported a position in SPSM in Q1 2021 and held it in 3 quarters. The position peaked at $260K in Q2 2021. 412 funds tracked by Wall St. Rank hold SPSM as of Q4 2021.

Better Money Decisions reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2021 after selling out during the quarter.
Better Money Decisions sold 5,924 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2021, an estimated $252K.
Better Money Decisions first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2021 and held it in 3 quarters.
Better Money Decisions's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $260K in Q2 2021.
412 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2021.

Based on Better Money Decisions's 13F filing for Q4 2021, filed 14 Feb 2022.