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

Winslow Evans & Crocker’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
2019 Q2	–	Sell	-70	Closed	-$4K	–	1326
2019 Q1	$4K	Hold	70	–	–	﹤0.01%	1050
2018 Q4	$2K	Hold	70	–	–	﹤0.01%	1050
2018 Q3	$4K	Hold	70	–	–	﹤0.01%	973
2018 Q2	$4K	Hold	70	–	–	﹤0.01%	984
2018 Q1	$2.1K	Buy	+70	New	+$2.13K	﹤0.01%	1021

Other funds holding SPSM

CSIA

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AWM

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Winslow Evans & Crocker's SPSM Position: Q2 2019 in Review

Winslow Evans & Crocker sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2019, closing a stake of 70 shares — an estimated $4K sold.

Winslow Evans & Crocker first reported a position in SPSM in Q1 2018 and held it in 5 quarters. The position peaked at $4K in Q1 2019. 206 funds tracked by Wall St. Rank hold SPSM as of Q2 2019.

Winslow Evans & Crocker reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2019 after selling out during the quarter.
Winslow Evans & Crocker sold 70 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2019, an estimated $4K.
Winslow Evans & Crocker first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2018 and held it in 5 quarters.
Winslow Evans & Crocker's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $4K in Q1 2019.
206 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2019.

Based on Winslow Evans & Crocker's 13F filing for Q2 2019, filed 19 Jul 2019.