Clear Perspectives Financial Planning’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Clear Perspectives Financial Planning’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 Q1	–	Sell	-820	Closed	-$37K	–	235
2021 Q4	$37K	Hold	820	–	–	0.02%	120
2021 Q3	$35K	Hold	820	–	–	0.02%	117
2021 Q2	$36K	Hold	820	–	–	0.02%	114
2021 Q1	$35K	Hold	820	–	–	0.02%	103
2020 Q4	$29K	Buy	+820	New	+$26.3K	0.02%	106

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

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

SMM

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAS

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

Clear Perspectives Financial Planning's SPSM Position: Q1 2022 in Review

Clear Perspectives Financial Planning sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2022, closing a stake of 820 shares — an estimated $37K sold.

Clear Perspectives Financial Planning first reported a position in SPSM in Q4 2020 and held it in 5 quarters. The position peaked at $37K in Q4 2021. 432 funds tracked by Wall St. Rank hold SPSM as of Q1 2022.

Clear Perspectives Financial Planning reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 820 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2022, an estimated $37K.
Clear Perspectives Financial Planning first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and held it in 5 quarters.
Clear Perspectives Financial Planning's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $37K in Q4 2021.
432 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.