Focused Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Focused Wealth Management’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
2020 Q2	–	Sell	-34	Closed	-$1K	–	824
2020 Q1	$1K	Hold	34	–	–	﹤0.01%	674
2019 Q4	$1K	Hold	34	–	–	﹤0.01%	686
2019 Q3	$1K	Hold	34	–	–	﹤0.01%	674
2019 Q2	$1K	Buy	+34	New	+$1.03K	﹤0.01%	706
2019 Q1	–	Sell	-210	Closed	-$6K	–	756
2018 Q4	$6K	Buy	+210	New	+$6.19K	﹤0.01%	526

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AAS

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Focused Wealth Management's SPSM Position: Q2 2020 in Review

Focused Wealth Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2020, closing a stake of 34 shares — an estimated $1K sold.

Focused Wealth Management first reported a position in SPSM in Q4 2018 and held it in 5 quarters. The position peaked at $6K in Q4 2018. 245 funds tracked by Wall St. Rank hold SPSM as of Q2 2020.

Focused Wealth Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2020 after selling out during the quarter.
Focused Wealth Management sold 34 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2020, an estimated $1K.
Focused Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2018 and held it in 5 quarters.
Focused Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $6K in Q4 2018.
245 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2020.

Based on Focused Wealth Management's 13F filing for Q2 2020, filed 24 Jul 2020.