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

Zullo Investment Group’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
2023 Q1	–	Sell	-320	Closed	-$11.8K	–	631
2022 Q4	$11.8K	Buy	320 +30	+10%	+$1.12K	0.01%	472
2022 Q3	$10K	Buy	290 +49	+20%	+$1.85K	0.01%	493
2022 Q2	$9K	Buy	241 +3	+1%	+$116	0.01%	514
2022 Q1	$10K	Buy	238 +25	+12%	+$1.05K	0.01%	534
2021 Q4	$10K	Buy	+213	New	+$9.47K	0.01%	535

Other funds holding SPSM

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

SPWG

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

Zullo Investment Group's SPSM Position: Q1 2023 in Review

Zullo Investment Group sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2023, closing a stake of 320 shares — an estimated $11.8K sold.

Zullo Investment Group first reported a position in SPSM in Q4 2021 and held it in 5 quarters. The position peaked at $11.8K in Q4 2022. 477 funds tracked by Wall St. Rank hold SPSM as of Q1 2023.

Zullo Investment Group reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 320 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2023, an estimated $11.8K.
Zullo Investment Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $11.8K in Q4 2022.
477 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.