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

Brightworth’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
2020 Q2	–	Sell	-12,659	Closed	-$276K	–	84
2020 Q1	$276K	Buy	12,659 +2,122	+20%	+$61.5K	0.05%	71
2019 Q4	$344K	Buy	10,537 +371	+4%	+$11.6K	0.06%	73
2019 Q3	$305K	Sell	10,166 -716	-7%	-$21.6K	0.06%	73
2019 Q2	$333K	Buy	10,882 +502	+5%	+$15.3K	0.07%	69
2019 Q1	$314K	Sell	10,380 -162	-2%	-$4.81K	0.07%	75
2018 Q4	$278K	Buy	10,542 +1,127	+12%	+$33.2K	0.06%	78
2018 Q3	$313K	Buy	9,415 +340	+4%	+$11.3K	0.07%	75
2018 Q2	$293K	Buy	9,075 +2,030	+29%	+$64K	0.07%	75
2018 Q1	$211K	Buy	+7,045	New	+$214K	0.05%	116

Other funds holding SPSM

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

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