SFP
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Sterling Financial Planning’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Sterling Financial Planning’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 		– Sell
-1,500
Closed -$64K – 354
2021
Q3 		$64K Buy
1,500
+750
+100% +$32.1K 0.04% 161
2021
Q2 		$33K Buy
+750
New +$32.6K 0.02% 211

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Sterling Financial Planning's SPSM Position: Q4 2021 in Review

Sterling Financial Planning sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2021, closing a stake of 1,500 shares — an estimated $64K sold.

Sterling Financial Planning first reported a position in SPSM in Q2 2021 and held it in 2 quarters. The position peaked at $64K in Q3 2021. 412 funds tracked by Wall St. Rank hold SPSM as of Q4 2021.

  • Sterling Financial Planning reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 1,500 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2021, an estimated $64K.
  • Sterling Financial Planning first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2021 and held it in 2 quarters.
  • Sterling Financial Planning's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $64K in Q3 2021.
  • 412 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.