LF
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Lantz Financial’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Lantz Financial’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
2020
Q1 		– Sell
-34,879
Closed -$1.14M – 129
2019
Q4 		$1.14M Buy
34,879
+3,933
+13% +$123K 0.67% 51
2019
Q3 		$902K Buy
30,946
+10,003
+48% +$302K 0.61% 57
2019
Q2 		$641K Buy
+20,943
New +$637K 0.43% 65

Other funds holding SPSM

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Lantz Financial's SPSM Position: Q1 2020 in Review

Lantz Financial sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2020, closing a stake of 34,879 shares — an estimated $1.14M sold.

Lantz Financial first reported a position in SPSM in Q2 2019 and held it in 3 quarters. The position peaked at $1.14M in Q4 2019. 238 funds tracked by Wall St. Rank hold SPSM as of Q1 2020.

  • Lantz Financial reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Lantz Financial sold 34,879 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2020, an estimated $1.14M.
  • Lantz Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2019 and held it in 3 quarters.
  • Lantz Financial's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.14M in Q4 2019.
  • 238 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2020.

Based on Lantz Financial's 13F filing for Q1 2020, filed 10 Apr 2020.