O'Donnell Financial Services’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

O'Donnell Financial Services’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 Q2	–	Sell	-184,726	Closed	-$7.77M	–	46
2022 Q1	$7.77M	Sell	184,726 -112,664	-38%	-$4.74M	3.54%	10
2021 Q4	$12.1M	Sell	297,390 -115,632	-28%	-$5.14M	5.57%	7
2021 Q3	$17.6M	Buy	+413,022	New	+$17.7M	8.46%	4

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

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

O'Donnell Financial Services's SPSM Position: Q2 2022 in Review

O'Donnell Financial Services sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2022, closing a stake of 184,726 shares — an estimated $7.77M sold.

O'Donnell Financial Services first reported a position in SPSM in Q3 2021 and held it in 3 quarters. The position peaked at $17.6M in Q3 2021. 429 funds tracked by Wall St. Rank hold SPSM as of Q2 2022.

O'Donnell Financial Services reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2022 after selling out during the quarter.
O'Donnell Financial Services sold 184,726 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2022, an estimated $7.77M.
O'Donnell Financial Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2021 and held it in 3 quarters.
O'Donnell Financial Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $17.6M in Q3 2021.
429 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2022.

Based on O'Donnell Financial Services's 13F filing for Q2 2022, filed 27 Jul 2022.