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

Eudaimonia Partners’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
2021
Q2 		– Sell
-1,777
Closed -$75K – 1229
2021
Q1 		$75K Buy
1,777
+826
+87% +$33.7K 0.02% 542
2020
Q4 		$34K Buy
+951
New +$30.5K 0.01% 720

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Eudaimonia Partners's SPSM Position: Q2 2021 in Review

Eudaimonia Partners sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2021, closing a stake of 1,777 shares — an estimated $75K sold.

Eudaimonia Partners first reported a position in SPSM in Q4 2020 and held it in 2 quarters. The position peaked at $75K in Q1 2021. 344 funds tracked by Wall St. Rank hold SPSM as of Q2 2021.

  • Eudaimonia Partners reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 1,777 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2021, an estimated $75K.
  • Eudaimonia Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and held it in 2 quarters.
  • Eudaimonia Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $75K in Q1 2021.
  • 344 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.