Belvedere Trading
SPSM icon

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

Belvedere Trading’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
Q2 		– Sell
-5,300
Closed -$228K – 886
2024
Q1 		$228K Buy
+5,300
New +$219K ﹤0.01% 308

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Belvedere Trading's SPSM Position: Q2 2024 in Review

Belvedere Trading sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2024, closing a stake of 2,690 shares — an estimated $116K sold.

Belvedere Trading first reported a position in SPSM in Q1 2024 and held it in 1 quarter. The position peaked at $116K in Q1 2024. 807 funds tracked by Wall St. Rank hold SPSM as of Q2 2024.

  • Belvedere Trading reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Belvedere Trading sold 2,690 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2024, an estimated $116K.
  • Belvedere Trading first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and held it in 1 quarter.
  • Belvedere Trading's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $116K in Q1 2024.
  • 807 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2024.

Based on Belvedere Trading's 13F filing for Q2 2024, filed 9 Aug 2024.