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

Black Swift 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
2021 Q2	–	Sell	-23	Closed	-$1K	–	181
2021 Q1	$1K	Sell	23 -227	-91%	-$9.25K	﹤0.01%	206
2020 Q4	$9K	Sell	250 -42,060	-99%	-$1.35M	0.01%	130
2020 Q3	$1.16M	Buy	42,310 +35,885	+559%	+$1M	1.03%	24
2020 Q2	$171K	Buy	+6,425	New	+$158K	0.21%	52
2020 Q1	–	Sell	-10,910	Closed	-$356K	–	95
2019 Q4	$356K	Buy	+10,910	New	+$341K	0.53%	33
2018 Q4	–	Sell	-393	Closed	-$13K	–	93
2018 Q3	$13K	Buy	+393	New	+$13.1K	0.01%	50

Other funds holding SPSM

Financial Engines Advisors

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

LPL Financial San Diego, California $376B 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

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

Creative Planning

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

Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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