IFPL
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Investments & Financial Planning LLC’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Investments & Financial Planning LLC’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
-5,041
Closed -$212K – 36
2022
Q1 		$212K Buy
5,041
+10
+0.2% +$421 0.19% 33
2021
Q4 		$209K Buy
+5,031
New +$224K 0.19% 32

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Investments & Financial Planning LLC's SPSM Position: Q2 2022 in Review

Investments & Financial Planning LLC sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2022, closing a stake of 5,041 shares — an estimated $212K sold.

Investments & Financial Planning LLC first reported a position in SPSM in Q4 2021 and held it in 2 quarters. The position peaked at $212K in Q1 2022. 429 funds tracked by Wall St. Rank hold SPSM as of Q2 2022.

  • Investments & Financial Planning LLC reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Investments & Financial Planning LLC sold 5,041 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2022, an estimated $212K.
  • Investments & Financial Planning LLC first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and held it in 2 quarters.
  • Investments & Financial Planning LLC's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $212K in Q1 2022.
  • 429 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2022.

Based on Investments & Financial Planning LLC's 13F filing for Q2 2022, filed 11 Aug 2022.