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

Peak Financial Advisors’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
2021
Q3 		– Sell
-4,799
Closed -$211K – 80
2021
Q2 		$211K Sell
4,799
-875
-15% -$38K 0.18% 67
2021
Q1 		$240K Buy
+5,674
New +$231K 0.2% 63

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Peak Financial Advisors's SPSM Position: Q3 2021 in Review

Peak Financial Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2021, closing a stake of 4,799 shares — an estimated $211K sold.

Peak Financial Advisors first reported a position in SPSM in Q1 2021 and held it in 2 quarters. The position peaked at $240K in Q1 2021. 354 funds tracked by Wall St. Rank hold SPSM as of Q3 2021.

  • Peak Financial Advisors reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Peak Financial Advisors sold 4,799 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2021, an estimated $211K.
  • Peak Financial Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2021 and held it in 2 quarters.
  • Peak Financial Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $240K in Q1 2021.
  • 354 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2021.

Based on Peak Financial Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.