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

Lake Point 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	$1K	Hold	36	–	–	﹤0.01%	409
2022 Q1	$2K	Hold	36	–	–	﹤0.01%	347
2021 Q4	$2K	Hold	36	–	–	﹤0.01%	351
2021 Q3	$2K	Hold	36	–	–	﹤0.01%	333
2021 Q2	$2K	Buy	+36	New	+$1.56K	﹤0.01%	347
2020 Q1	$1K	Hold	36	–	–	﹤0.01%	351
2019 Q4	$1K	Buy	+36	New	+$1.12K	﹤0.01%	578
2019 Q2	$32K	Hold	1,040	–	–	0.01%	194
2019 Q1	$32K	Sell	1,040 -44,970	-98%	-$1.34M	0.01%	194
2018 Q4	$1.21M	Buy	+46,010	New	+$1.36M	0.45%	42

Other funds holding SPSM

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $376B 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

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

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 $564B AUM 30.12% 1-Year Est. Return

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