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

Jackson 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
2018 Q4	–	Sell	-77,618	Closed	-$2.58M	–	99
2018 Q3	$2.58M	Buy	77,618 +1,788	+2%	+$59.5K	0.54%	42
2018 Q2	$2.5M	Buy	75,830 +13,177	+21%	+$415K	0.58%	44
2018 Q1	$1.88M	Sell	62,653 -3,996	-6%	-$122K	0.52%	52
2017 Q4	$2.04M	Buy	+66,649	New	+$1.97M	0.52%	58

Other funds holding SPSM

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return