Ford Financial Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Ford Financial Group’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
2023 Q1	–	Sell	-74,627	Closed	-$2.76M	–	99
2022 Q4	$2.76M	Sell	74,627 -475	-0.6%	-$17.8K	1.09%	21
2022 Q3	$2.56M	Buy	75,102 +31,798	+73%	+$1.2M	1.07%	23
2022 Q2	$1.56M	Buy	43,304 +21,278	+97%	+$826K	0.63%	37
2022 Q1	$926K	Buy	22,026 +19,053	+641%	+$802K	0.35%	50
2021 Q4	$132	Buy	+2,973	New	+$132K	0.03%	139
2021 Q3	–	Sell	-2,976	Closed	-$130K	–	480
2021 Q2	$130K	Buy	+2,976	New	+$129K	0.05%	136

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Ford Financial Group's SPSM Position: Q1 2023 in Review

Ford Financial Group sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2023, closing a stake of 74,627 shares — an estimated $2.76M sold.

Ford Financial Group first reported a position in SPSM in Q2 2021 and held it in 6 quarters. The position peaked at $2.76M in Q4 2022. 477 funds tracked by Wall St. Rank hold SPSM as of Q1 2023.

Ford Financial Group reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2023 after selling out during the quarter.
Ford Financial Group sold 74,627 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2023, an estimated $2.76M.
Ford Financial Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2021 and held it in 6 quarters.
Ford Financial Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.76M in Q4 2022.
477 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.