Straight Path Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Straight Path Wealth Management’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
2022 Q4	–	Sell	-48,194	Closed	-$1.64M	–	79
2022 Q3	$1.64M	Sell	48,194 -170	-0.4%	-$6.43K	1.47%	16
2022 Q2	$1.74M	Buy	48,364 +35	+0.1%	+$1.36K	1.7%	14
2022 Q1	$2.03M	Buy	48,329 +5,408	+13%	+$228K	1.72%	12
2021 Q4	$1.92M	Buy	+42,921	New	+$1.91M	1.67%	12

Other funds holding SPSM

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Financial Engines Advisors

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Creative Planning

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return