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

Future Financial 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
2022 Q2	–	Sell	-667	Closed	-$28K	–	428
2022 Q1	$28K	Hold	667	–	–	0.02%	338
2021 Q4	$30K	Buy	+667	New	+$29.6K	0.02%	335

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

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

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

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

PAG

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Future Financial Wealth Management's SPSM Position: Q2 2022 in Review

Future Financial Wealth Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2022, closing a stake of 667 shares — an estimated $28K sold.

Future Financial Wealth Management first reported a position in SPSM in Q4 2021 and held it in 2 quarters. The position peaked at $30K in Q4 2021. 429 funds tracked by Wall St. Rank hold SPSM as of Q2 2022.

Future Financial Wealth Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2022 after selling out during the quarter.
Future Financial Wealth Management sold 667 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2022, an estimated $28K.
Future Financial Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and held it in 2 quarters.
Future Financial Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $30K in Q4 2021.
429 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2022.

Based on Future Financial Wealth Management's 13F filing for Q2 2022, filed 5 Jul 2022.