Leading Edge Financial Planning’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Leading Edge Financial Planning’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
2023 Q4	–	Sell	-23,363	Closed	-$862K	–	71
2023 Q3	$862K	Sell	23,363 -96	-0.4%	-$3.74K	0.55%	28
2023 Q2	$911K	Sell	23,459 -7,302	-24%	-$271K	0.6%	23
2023 Q1	$1.16M	Sell	30,761 -377	-1%	-$14.7K	0.84%	18
2022 Q4	$1.15M	Buy	+31,138	New	+$1.17M	1%	17

Other funds holding SPSM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Leading Edge Financial Planning's SPSM Position: Q4 2023 in Review

Leading Edge Financial Planning sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2023, closing a stake of 23,363 shares — an estimated $862K sold.

Leading Edge Financial Planning first reported a position in SPSM in Q4 2022 and held it in 4 quarters. The position peaked at $1.16M in Q1 2023. 775 funds tracked by Wall St. Rank hold SPSM as of Q4 2023.

Leading Edge Financial Planning reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2023 after selling out during the quarter.
Leading Edge Financial Planning sold 23,363 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2023, an estimated $862K.
Leading Edge Financial Planning first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and held it in 4 quarters.
Leading Edge Financial Planning's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.16M in Q1 2023.
775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2023.

Based on Leading Edge Financial Planning's 13F filing for Q4 2023, filed 13 Feb 2024.