H&H Retirement Design & Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

H&H Retirement Design & 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
2023 Q1	–	Sell	-12,380	Closed	-$491K	–	89
2022 Q4	$491K	Buy	12,380 +265	+2%	+$9.93K	0.41%	43
2022 Q3	$422K	Sell	12,115 -4,061	-25%	-$154K	0.4%	44
2022 Q2	$637K	Sell	16,176 -3,400	-17%	-$132K	0.47%	38
2022 Q1	$797K	Buy	19,576 +3,395	+21%	+$143K	0.54%	31
2021 Q4	$677K	Buy	+16,181	New	+$719K	0.43%	42

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

H&H Retirement Design & Management's SPSM Position: Q1 2023 in Review

H&H Retirement Design & Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2023, closing a stake of 12,380 shares — an estimated $491K sold.

H&H Retirement Design & Management first reported a position in SPSM in Q4 2021 and held it in 5 quarters. The position peaked at $797K in Q1 2022. 477 funds tracked by Wall St. Rank hold SPSM as of Q1 2023.

H&H Retirement Design & Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2023 after selling out during the quarter.
H&H Retirement Design & Management sold 12,380 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2023, an estimated $491K.
H&H Retirement Design & Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and held it in 5 quarters.
H&H Retirement Design & Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $797K in Q1 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 H&H Retirement Design & Management's 13F filing for Q1 2023, filed 17 Apr 2023.