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

LVZ Inc’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	-53,616	Closed	-$1.75M	–	89
2019 Q4	$1.75M	Buy	53,616 +72	+0.1%	+$2.25K	0.34%	25
2019 Q3	$1.61M	Buy	53,544 +16,130	+43%	+$487K	0.35%	19
2019 Q2	$1.15M	Buy	37,414 +2,304	+7%	+$70.1K	0.26%	33
2019 Q1	$1.06M	Buy	35,110 +15,855	+82%	+$471K	0.25%	33
2018 Q4	$508K	Buy	19,255 +1,287	+7%	+$38K	0.14%	41
2018 Q3	$563K	Buy	17,968 +2,411	+15%	+$80.3K	0.14%	39
2018 Q2	$502K	Buy	+15,557	New	+$490K	0.13%	47

Other funds holding SPSM

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

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

SMM

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

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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 $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

LVZ Inc's SPSM Position: Q1 2020 in Review

LVZ Inc sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2020, closing a stake of 53,616 shares — an estimated $1.75M sold.

LVZ Inc first reported a position in SPSM in Q2 2018 and held it in 7 quarters. The position peaked at $1.75M in Q4 2019. 237 funds tracked by Wall St. Rank hold SPSM as of Q1 2020.

LVZ Inc reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2020 after selling out during the quarter.
LVZ Inc sold 53,616 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2020, an estimated $1.75M.
LVZ Inc first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2018 and held it in 7 quarters.
LVZ Inc's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.75M in Q4 2019.
237 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2020.

Based on LVZ Inc's 13F filing for Q1 2020, filed 20 Apr 2020.