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

RDA Financial Network’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
2020 Q1	–	Sell	-12,663	Closed	-$406K	–	241
2019 Q4	$406K	Sell	12,663 -15	-0.1%	-$468	0.17%	145
2019 Q3	$399K	Sell	12,678 -332	-3%	-$10K	0.17%	133
2019 Q2	$399K	Buy	13,010 +634	+5%	+$19.3K	0.18%	135
2019 Q1	$385K	Buy	+12,376	New	+$368K	0.18%	133

Other funds holding SPSM

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

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

RDA Financial Network's SPSM Position: Q1 2020 in Review

RDA Financial Network sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2020, closing a stake of 12,663 shares — an estimated $406K sold.

RDA Financial Network first reported a position in SPSM in Q1 2019 and held it in 4 quarters. The position peaked at $406K in Q4 2019. 237 funds tracked by Wall St. Rank hold SPSM as of Q1 2020.

RDA Financial Network reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2020 after selling out during the quarter.
RDA Financial Network sold 12,663 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2020, an estimated $406K.
RDA Financial Network first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2019 and held it in 4 quarters.
RDA Financial Network's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $406K in Q4 2019.
237 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2020.

Based on RDA Financial Network's 13F filing for Q1 2020, filed 6 Apr 2020.