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

Clear Perspective Advisors’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	$2.35M	Buy	52,494 +9,053	+21%	+$402K	0.71%	26
2021 Q3	$1.85M	Buy	43,441 +26,811	+161%	+$1.15M	0.63%	29
2021 Q2	$731K	Buy	16,630 +6,294	+61%	+$273K	0.25%	71
2021 Q1	$437K	Buy	10,336 +1,090	+12%	+$44.4K	0.17%	95
2020 Q4	$331K	Buy	9,246 +497	+6%	+$15.9K	0.14%	109
2020 Q3	$546	Buy	+8,749	New	+$244K	0.26%	70
2020 Q1	–	Sell	-35,487	Closed	-$1.16M	–	128
2019 Q4	$1.16M	Sell	35,487 -21,493	-38%	-$671K	0.72%	34
2019 Q3	$1.73M	Buy	56,980 +30,581	+116%	+$922K	0.78%	30
2019 Q2	$809K	Buy	26,399 +9,134	+53%	+$278K	0.52%	49
2019 Q1	$522K	Buy	+17,265	New	+$513K	0.37%	72
2018 Q3	–	Sell	-789	Closed	-$25K	–	392
2018 Q2	$25K	Buy	+789	New	+$24.9K	0.02%	301

Other funds holding SPSM

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

LPL Financial San Diego, California $377B 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

SMM

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAS

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

Clear Perspective Advisors's SPSM Position: Q4 2021 in Review

Clear Perspective Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 21% in Q4 2021, buying an estimated $402K and bringing the position to 52,494 shares worth $2.35M. The position accounts for 0.71% of the portfolio, ranked #26.

Clear Perspective Advisors first reported a position in SPSM in Q2 2018 and has held it in 11 quarters since. 414 funds tracked by Wall St. Rank hold SPSM as of Q4 2021.

Clear Perspective Advisors held 52,494 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.35M as of Q4 2021.
Clear Perspective Advisors bought 9,053 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2021, an estimated $402K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.71% of Clear Perspective Advisors's portfolio in Q4 2021, its #26 holding.
Clear Perspective Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2018 and has held it in 11 quarters since.
414 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.