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

Reilly 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 Q4	$99K	Buy	2,222 +2,030	+1,057%	+$90.2K	0.01%	290
2021 Q3	$8K	Buy	+192	New	+$8.23K	﹤0.01%	697
2021 Q2	–	Sell	-617	Closed	-$26K	–	1072
2021 Q1	$26K	Buy	+617	New	+$25.1K	﹤0.01%	490

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

SMM

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

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

AAS

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

Reilly Financial Advisors's SPSM Position: Q4 2021 in Review

Reilly Financial Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1,057% in Q4 2021, buying an estimated $90.2K and bringing the position to 2,222 shares worth $99K. The position accounts for 0.01% of the portfolio, ranked #290.

Reilly Financial Advisors first reported a position in SPSM in Q1 2021 and has held it in 3 quarters since. 414 funds tracked by Wall St. Rank hold SPSM as of Q4 2021.

Reilly Financial Advisors held 2,222 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $99K as of Q4 2021.
Reilly Financial Advisors bought 2,030 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2021, an estimated $90.2K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #290 holding.
Reilly Financial Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2021 and has held it in 3 quarters since.
414 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.