EK
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Evensky & Katz’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Evensky & Katz’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
-4
Closed -$170K – 75
2021
Q1 		$170K Buy
+4
New +$163 0.02% 56

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

Evensky & Katz's SPSM Position: Q2 2021 in Review

Evensky & Katz sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2021, closing a stake of 4 shares — an estimated $170K sold.

Evensky & Katz first reported a position in SPSM in Q1 2021 and held it in 1 quarter. The position peaked at $170K in Q1 2021. 344 funds tracked by Wall St. Rank hold SPSM as of Q2 2021.

  • Evensky & Katz reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Evensky & Katz sold 4 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2021, an estimated $170K.
  • Evensky & Katz first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2021 and held it in 1 quarter.
  • Evensky & Katz's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $170K 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 Evensky & Katz's 13F filing for Q2 2021, filed 4 Aug 2021.