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

ForthRight 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
2021
Q1 		– Sell
-234
Closed -$8K – 159
2020
Q4 		$8K Buy
+234
New +$7.5K 0.01% 133

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VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Charles Schwab
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

ForthRight Wealth Management's SPSM Position: Q1 2021 in Review

ForthRight Wealth Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2021, closing a stake of 234 shares — an estimated $8K sold.

ForthRight Wealth Management first reported a position in SPSM in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 333 funds tracked by Wall St. Rank hold SPSM as of Q1 2021.

  • ForthRight Wealth Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 234 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2021, an estimated $8K.
  • ForthRight Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $8K in Q4 2020.
  • 333 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.