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

Certified Advisory Corp’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 Q2	–	Sell	-7,114	Closed	-$299K	–	253
2022 Q1	$299K	Buy	+7,114	New	+$299K	0.06%	185
2020 Q2	$169K	Sell	6,346 -1,759	-22%	-$43.2K	0.06%	188
2020 Q1	$177K	Sell	8,105 -5,664	-41%	-$164K	0.07%	168
2019 Q4	$449K	Buy	13,769 +387	+3%	+$12.1K	0.14%	124
2019 Q3	$401K	Buy	13,382 +2,120	+19%	+$64K	0.14%	131
2019 Q2	$345K	Buy	+11,262	New	+$343K	0.13%	134

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

Creative Planning

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return