AA
SPSM icon

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

Axiom Advisory’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 		$593K Sell
13,504
-3,665
-21% -$161K 0.01% 210
2024
Q2 		$713K Buy
+17,169
New +$715K 0.01% 183

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Axiom Advisory's SPSM Position: Q3 2024 in Review

Axiom Advisory reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 21% in Q3 2024, selling an estimated $161K and leaving 13,504 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #210.

Axiom Advisory first reported a position in SPSM in Q2 2024 and has held it in 2 quarters since. The position peaked at $713K in Q2 2024. 850 funds tracked by Wall St. Rank hold SPSM as of Q3 2024.

  • Axiom Advisory held 13,504 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $593K as of Q3 2024.
  • Axiom Advisory sold 3,665 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2024, an estimated $161K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #210 holding.
  • Axiom Advisory first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and has held it in 2 quarters since.
  • Axiom Advisory's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $713K in Q2 2024.
  • 850 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.