Meeder Asset Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Meeder Asset Management’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 Q4	–	Sell	-1,262	Closed	-$43K	–	1835
2022 Q3	$43K	Buy	1,262 +801	+174%	+$30.3K	﹤0.01%	891
2022 Q2	$17K	Hold	461	–	–	﹤0.01%	1206
2022 Q1	$19K	Hold	461	–	–	﹤0.01%	1306
2021 Q4	$21K	Sell	461 -316	-41%	-$14K	﹤0.01%	641
2021 Q3	$33K	Hold	777	–	–	﹤0.01%	1236
2021 Q2	$34K	Buy	777 +372	+92%	+$16.2K	﹤0.01%	1271
2021 Q1	$17K	Sell	405 -23	-5%	-$937	﹤0.01%	1464
2020 Q4	$15K	Buy	+428	New	+$13.7K	﹤0.01%	878

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Meeder Asset Management's SPSM Position: Q4 2022 in Review

Meeder Asset Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2022, closing a stake of 1,262 shares — an estimated $43K sold.

Meeder Asset Management first reported a position in SPSM in Q4 2020 and held it in 8 quarters. The position peaked at $43K in Q3 2022. 475 funds tracked by Wall St. Rank hold SPSM as of Q4 2022.

Meeder Asset Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 1,262 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2022, an estimated $43K.
Meeder Asset Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and held it in 8 quarters.
Meeder Asset Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $43K in Q3 2022.
475 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.