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

FDx 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
2024
Q1 		– Sell
-8,830
Closed -$372K – 600
2023
Q4 		$372K Sell
8,830
-4,126
-32% -$155K 0.03% 470
2023
Q3 		$478K Buy
+12,956
New +$505K 0.04% 359
2018
Q4 		– Sell
-37,931
Closed -$1.26M – 784
2018
Q3 		$1.26M Buy
37,931
+27,011
+247% +$899K 0.05% 295
2018
Q2 		$353K Sell
10,920
-13,733
-56% -$433K 0.01% 664
2018
Q1 		$738K Buy
+24,653
New +$750K 0.02% 614

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return