EWF
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Epstein & White Financial’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Epstein & White Financial’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
2018
Q4 		– Sell
-11,362
Closed -$373K – 99
2018
Q3 		$373K Sell
11,362
-1,754
-13% -$58.4K 0.24% 45
2018
Q2 		$421K Buy
+13,116
New +$413K 0.31% 55

Other funds holding SPSM

HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Epstein & White Financial's SPSM Position: Q4 2018 in Review

Epstein & White Financial sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2018, closing a stake of 11,362 shares — an estimated $373K sold.

Epstein & White Financial first reported a position in SPSM in Q2 2018 and held it in 2 quarters. The position peaked at $421K in Q2 2018. 212 funds tracked by Wall St. Rank hold SPSM as of Q4 2018.

  • Epstein & White Financial reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Epstein & White Financial sold 11,362 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2018, an estimated $373K.
  • Epstein & White Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2018 and held it in 2 quarters.
  • Epstein & White Financial's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $421K in Q2 2018.
  • 212 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2018.

Based on Epstein & White Financial's 13F filing for Q4 2018, filed 5 Feb 2019.