Dixon Hughes Goodman Wealth Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Dixon Hughes Goodman Wealth 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
2022 Q1	$298K	Sell	7,073 -729	-9%	-$30.7K	0.09%	132
2021 Q4	$349K	Buy	+7,802	New	+$347K	0.11%	100

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

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

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

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

Dixon Hughes Goodman Wealth Advisors's SPSM Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 9.3% in Q1 2022, selling an estimated $30.7K and leaving 7,073 shares worth $298K. The position accounts for 0.09% of the portfolio, ranked #132.

Dixon Hughes Goodman Wealth Advisors first reported a position in SPSM in Q4 2021 and has held it in 2 quarters since. The position peaked at $349K in Q4 2021. 435 funds tracked by Wall St. Rank hold SPSM as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 7,073 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $298K as of Q1 2022.
Dixon Hughes Goodman Wealth Advisors sold 729 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2022, an estimated $30.7K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.09% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #132 holding.
Dixon Hughes Goodman Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and has held it in 2 quarters since.
Dixon Hughes Goodman Wealth Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $349K 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 Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.