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

Lee 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
2023 Q3	–	Sell	-437	Closed	-$17K	–	855
2023 Q2	$17K	Buy	437 +295	+208%	+$11K	﹤0.01%	329
2023 Q1	$5.36K	Sell	142 -275	-66%	-$10.7K	﹤0.01%	517
2022 Q4	$15.4K	Buy	417 +1	+0.2%	+$37	﹤0.01%	396
2022 Q3	$14K	Buy	416 +2	+0.5%	+$76	﹤0.01%	391
2022 Q2	$15K	Buy	414 +251	+154%	+$9.74K	﹤0.01%	386
2022 Q1	$7K	Hold	163	–	–	﹤0.01%	490
2021 Q4	$7K	Buy	163 +1	+0.6%	+$44	﹤0.01%	560
2021 Q3	$7K	Hold	162	–	–	﹤0.01%	466
2021 Q2	$7K	Buy	162 +110	+212%	+$4.78K	﹤0.01%	442
2021 Q1	$2K	Hold	52	–	–	﹤0.01%	461
2020 Q4	$2K	Buy	+52	New	+$1.67K	﹤0.01%	450

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

RBA

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Lee Financial's SPSM Position: Q3 2023 in Review

Lee Financial sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2023, closing a stake of 437 shares — an estimated $17K sold.

Lee Financial first reported a position in SPSM in Q4 2020 and held it in 11 quarters. The position peaked at $17K in Q2 2023. 683 funds tracked by Wall St. Rank hold SPSM as of Q3 2023.

Lee Financial reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2023 after selling out during the quarter.
Lee Financial sold 437 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2023, an estimated $17K.
Lee Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and held it in 11 quarters.
Lee Financial's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $17K in Q2 2023.
683 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2023.

Based on Lee Financial's 13F filing for Q3 2023, filed 9 Nov 2023.