SMFS
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Squar Milner Financial Services’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Squar Milner Financial Services’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
Q2 		– Sell
-668
Closed -$14K – 640
2020
Q1 		$14K Buy
668
+309
+86% +$8.96K 0.01% 515
2019
Q4 		$11K Buy
+359
New +$11.2K 0.01% 577

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
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Squar Milner Financial Services's SPSM Position: Q2 2020 in Review

Squar Milner Financial Services sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2020, closing a stake of 668 shares — an estimated $14K sold.

Squar Milner Financial Services first reported a position in SPSM in Q4 2019 and held it in 2 quarters. The position peaked at $14K in Q1 2020. 245 funds tracked by Wall St. Rank hold SPSM as of Q2 2020.

  • Squar Milner Financial Services reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 668 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2020, an estimated $14K.
  • Squar Milner Financial Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $14K in Q1 2020.
  • 245 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.