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

Benedetti & Gucer’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 Q1	$275K	Buy	6,394 +18	+0.3%	+$744	0.14%	115
2023 Q4	$269K	Hold	6,376	–	–	0.14%	112
2023 Q3	$235K	Hold	6,376	–	–	0.13%	120
2023 Q2	$248K	Buy	6,376 +138	+2%	+$5.13K	0.13%	124
2023 Q1	$235K	Buy	6,238 +607	+11%	+$23.7K	0.13%	125
2022 Q4	$209K	Buy	+5,631	New	+$211K	0.15%	87
2022 Q3	–	Sell	-5,300	Closed	-$209K	–	99
2022 Q2	$209K	Sell	5,300 -1,047	-16%	-$40.6K	0.14%	85
2022 Q1	$267K	Buy	6,347 +917	+17%	+$38.6K	0.18%	76
2021 Q4	$242K	Hold	5,430	–	–	0.16%	79
2021 Q3	$231K	Hold	5,430	–	–	0.18%	76
2021 Q2	$239K	Sell	5,430 -3,995	-42%	-$174K	0.21%	70
2021 Q1	$398K	Buy	+9,425	New	+$384K	0.37%	43

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

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

Benedetti & Gucer's SPSM Position: Q1 2024 in Review

Benedetti & Gucer increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.28% in Q1 2024, buying an estimated $744 and bringing the position to 6,394 shares worth $275K. The position accounts for 0.14% of the portfolio, ranked #115.

Benedetti & Gucer first reported a position in SPSM in Q1 2021 and has held it in 12 quarters since. The position peaked at $398K in Q1 2021. 772 funds tracked by Wall St. Rank hold SPSM as of Q1 2024.

Benedetti & Gucer held 6,394 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $275K as of Q1 2024.
Benedetti & Gucer bought 18 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2024, an estimated $744.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.14% of Benedetti & Gucer's portfolio in Q1 2024, its #115 holding.
Benedetti & Gucer first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2021 and has held it in 12 quarters since.
Benedetti & Gucer's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $398K in Q1 2021.
772 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.