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

Fullen 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	$4.1M	Buy	111,573 +150	+0.1%	+$5.86K	2.21%	13
2022 Q4	$4.51M	Sell	111,423 -474	-0.4%	-$17.8K	2.56%	11
2022 Q3	$4.27M	Buy	111,897 +3,515	+3%	+$133K	2.72%	10
2022 Q2	$3.9M	Buy	108,382 +1,145	+1%	+$44.4K	2.51%	11
2022 Q1	$4.51M	Sell	107,237 -1,005	-0.9%	-$42.3K	2.63%	10
2021 Q4	$4.84M	Buy	108,242 +80	+0.1%	+$3.56K	2.7%	11
2021 Q3	$4.65M	Sell	108,162 -2,773	-2%	-$119K	2.66%	11
2021 Q2	$4.87M	Buy	110,935 +251	+0.2%	+$10.9K	2.87%	10
2021 Q1	$4.68M	Sell	110,684 -6,491	-6%	-$264K	2.99%	10
2020 Q4	$4.2M	Buy	117,175 +760	+0.7%	+$24.3K	2.85%	12
2020 Q3	$3.19M	Buy	116,415 +1,973	+2%	+$55K	2.43%	15
2020 Q2	$3.04M	Buy	+114,442	New	+$2.81M	2.52%	15

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

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

Fullen Financial Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.13% in Q1 2023, buying an estimated $5.86K and bringing the position to 111,573 shares worth $4.1M. The position accounts for 2.21% of the portfolio, ranked #13.

Fullen Financial Group first reported a position in SPSM in Q2 2020 and has held it in 12 quarters since. The position peaked at $4.87M in Q2 2021. 477 funds tracked by Wall St. Rank hold SPSM as of Q1 2023.

Fullen Financial Group held 111,573 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.1M as of Q1 2023.
Fullen Financial Group bought 150 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2023, an estimated $5.86K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.21% of Fullen Financial Group's portfolio in Q1 2023, its #13 holding.
Fullen Financial Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2020 and has held it in 12 quarters since.
Fullen Financial Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $4.87M in Q2 2021.
477 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.