WealthShield’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

WealthShield’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
2017 Q4	$10K	Buy	+333	New	+$9.87K	0.01%	193

Other funds holding SPSM

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

WealthShield's SPSM Position: Q4 2017 in Review

WealthShield opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2017: 333 shares worth $10K. The stake represents 0.01% of the portfolio and ranks #193 among its holdings.

87 funds tracked by Wall St. Rank hold SPSM as of Q4 2017.

WealthShield held 333 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $10K as of Q4 2017.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new WealthShield position in Q4 2017.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of WealthShield's portfolio in Q4 2017, its #193 holding.
87 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.