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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return