CA
SPSM icon

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

Cornerstone Advisory’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
-366
Closed -$16K – 697
2021
Q4 		$16K Buy
+366
New +$16.3K ﹤0.01% 561

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Charles Schwab
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
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Cornerstone Advisory's SPSM Position: Q1 2022 in Review

Cornerstone Advisory sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2022, closing a stake of 366 shares — an estimated $16K sold.

Cornerstone Advisory first reported a position in SPSM in Q4 2021 and held it in 1 quarter. The position peaked at $16K in Q4 2021. 435 funds tracked by Wall St. Rank hold SPSM as of Q1 2022.

  • Cornerstone Advisory reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 366 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2022, an estimated $16K.
  • Cornerstone Advisory first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and held it in 1 quarter.
  • Cornerstone Advisory's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $16K in Q4 2021.
  • 435 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.