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

Total Clarity 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 Q3	–	Sell	-1,424	Closed	-$51K	–	876
2022 Q2	$51K	Buy	+1,424	New	+$55.3K	0.03%	409
2022 Q1	–	Sell	-3,308	Closed	-$148K	–	812
2021 Q4	$148K	Buy	3,308 +353	+12%	+$15.7K	0.07%	259
2021 Q3	$126K	Buy	+2,955	New	+$127K	0.06%	274
2021 Q2	–	Sell	-763	Closed	-$32K	–	664
2021 Q1	$32K	Buy	+763	New	+$31.1K	0.02%	391
2020 Q1	–	Sell	-841	Closed	-$27K	–	542
2019 Q4	$27K	Buy	+841	New	+$26.3K	0.02%	351

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

Total Clarity Wealth Management's SPSM Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2022, closing a stake of 1,424 shares — an estimated $51K sold.

Total Clarity Wealth Management first reported a position in SPSM in Q4 2019 and held it in 5 quarters. The position peaked at $148K in Q4 2021. 429 funds tracked by Wall St. Rank hold SPSM as of Q3 2022.

Total Clarity Wealth Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 1,424 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2022, an estimated $51K.
Total Clarity Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $148K in Q4 2021.
429 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.