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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lake Point Wealth Management's SPSM Position: Q2 2022 in Review

Lake Point Wealth Management held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2022 at 36 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Lake Point Wealth Management first reported a position in SPSM in Q4 2018 and has held it in 10 quarters since. The position peaked at $1.21M in Q4 2018. 428 funds tracked by Wall St. Rank hold SPSM as of Q2 2022.

Lake Point Wealth Management held 36 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1K as of Q2 2022.
Lake Point Wealth Management left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2022.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #409 holding.
Lake Point Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.21M in Q4 2018.
428 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.