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

Eagle Bay 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	–	Sell	-53	Closed	-$2K	–	875
2021 Q4	$2K	Sell	53 -321	-86%	-$14.3K	﹤0.01%	939
2021 Q3	$17K	Sell	374 -228	-38%	-$9.77K	0.01%	650
2021 Q2	$29K	Buy	+602	New	+$26.1K	0.02%	468

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

Eagle Bay Advisors's SPSM Position: Q1 2022 in Review

Eagle Bay Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2022, closing a stake of 53 shares — an estimated $2K sold.

Eagle Bay Advisors first reported a position in SPSM in Q2 2021 and held it in 3 quarters. The position peaked at $29K in Q2 2021. 432 funds tracked by Wall St. Rank hold SPSM as of Q1 2022.

Eagle Bay Advisors reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2022 after selling out during the quarter.
Eagle Bay Advisors sold 53 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2022, an estimated $2K.
Eagle Bay Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2021 and held it in 3 quarters.
Eagle Bay Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $29K in Q2 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 Eagle Bay Advisors's 13F filing for Q1 2022, filed 11 May 2022.