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

Aspire 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
2024 Q3	$154K	Hold	3,393	–	–	0.08%	106
2024 Q2	$141K	Sell	3,393 -117	-3%	-$4.88K	0.08%	106
2024 Q1	$151K	Sell	3,510 -2,114	-38%	-$87.4K	0.09%	105
2023 Q4	$237K	Sell	5,624 -893	-14%	-$33.6K	0.16%	86
2023 Q3	$240K	Sell	6,517 -953	-13%	-$37.1K	0.18%	81
2023 Q2	$290K	Buy	+7,470	New	+$278K	0.22%	65

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aspire Wealth Management's SPSM Position: Q3 2024 in Review

Aspire Wealth Management held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q3 2024 at 3,393 shares worth $154K. The position accounts for 0.08% of the portfolio, ranked #106.

Aspire Wealth Management first reported a position in SPSM in Q2 2023 and has held it in 6 quarters since. The position peaked at $290K in Q2 2023. 850 funds tracked by Wall St. Rank hold SPSM as of Q3 2024.

Aspire Wealth Management held 3,393 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $154K as of Q3 2024.
Aspire Wealth Management left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q3 2024.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.08% of Aspire Wealth Management's portfolio in Q3 2024, its #106 holding.
Aspire Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 6 quarters since.
Aspire Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $290K in Q2 2023.
850 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.