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

McDonald Partners’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 Q3	–	Sell	-5,906	Closed	-$213K	–	272
2022 Q2	$213K	Sell	5,906 -173	-3%	-$6.71K	0.05%	275
2022 Q1	$256K	Buy	6,079 +5,030	+480%	+$212K	0.06%	272
2021 Q4	$46.9K	Sell	1,049 -8,137	-89%	-$362K	0.04%	111
2021 Q3	$391K	Sell	9,186 -1,516	-14%	-$65K	0.09%	217
2021 Q2	$470K	Buy	10,702 +906	+9%	+$39.4K	0.11%	194
2021 Q1	$414K	Buy	9,796 +22	+0.2%	+$896	0.11%	194
2020 Q4	$350K	Buy	+9,774	New	+$313K	0.1%	205

Other funds holding SPSM

Financial Engines Advisors

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

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

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.02B AUM 16.75% 1-Year Est. Return