PCS
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Personal CFO Solutions’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Personal CFO Solutions’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
-9,744
Closed -$332K – 494
2022
Q3 		$332K Buy
9,744
+838
+9% +$31.7K 0.08% 235
2022
Q2 		$320K Buy
8,906
+1,649
+23% +$64K 0.08% 249
2022
Q1 		$305K Sell
7,257
-814
-10% -$34.3K 0.06% 318
2021
Q4 		$361K Buy
+8,071
New +$359K 0.07% 266

Other funds holding SPSM

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Personal CFO Solutions's SPSM Position: Q4 2022 in Review

Personal CFO Solutions sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2022, closing a stake of 9,744 shares — an estimated $332K sold.

Personal CFO Solutions first reported a position in SPSM in Q4 2021 and held it in 4 quarters. The position peaked at $361K in Q4 2021. 476 funds tracked by Wall St. Rank hold SPSM as of Q4 2022.

  • Personal CFO Solutions reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 9,744 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2022, an estimated $332K.
  • Personal CFO Solutions first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and held it in 4 quarters.
  • Personal CFO Solutions's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $361K in Q4 2021.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2022.

Based on Personal CFO Solutions's 13F filing for Q4 2022, filed 14 Feb 2023.