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Safeguard Investment Advisory Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		– Sell
-136
Closed -$4K – 623
2020
Q4 		$4K Buy
+136
New +$4.36K ﹤0.01% 568

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Safeguard Investment Advisory Group's SPSM Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2021, closing a stake of 136 shares — an estimated $4K sold.

Safeguard Investment Advisory Group first reported a position in SPSM in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 334 funds tracked by Wall St. Rank hold SPSM as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 136 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2021, an estimated $4K.
  • Safeguard Investment Advisory Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $4K in Q4 2020.
  • 334 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.