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

Concord Wealth Partners’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
2023
Q3 		– Sell
-800
Closed -$31.1K – 1069
2023
Q2 		$31.1K Sell
800
-382
-32% -$14.2K 0.01% 429
2023
Q1 		$44.6K Sell
1,182
-3,600
-75% -$141K 0.01% 360
2022
Q4 		$177K Buy
+4,782
New +$179K 0.05% 172
2022
Q3 		– Sell
-510
Closed -$18K – 1005
2022
Q2 		$18K Buy
510
+458
+881% +$17.8K ﹤0.01% 565
2022
Q1 		$2K Hold
52
– – ﹤0.01% 1136
2021
Q4 		$2K Hold
52
– – ﹤0.01% 1165
2021
Q3 		$2K Sell
52
-16
-24% -$686 ﹤0.01% 781
2021
Q2 		$3K Sell
68
-15
-18% -$652 ﹤0.01% 839
2021
Q1 		$4K Hold
83
– – ﹤0.01% 731
2020
Q4 		$3K Buy
+83
New +$2.66K ﹤0.01% 498

Other funds holding SPSM

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LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return