Benjamin F. Edwards & Company’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Benjamin F. Edwards & Company’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	$793K	Buy	19,100 +1,245	+7%	+$51.9K	0.01%	591
2024 Q1	$768K	Sell	17,855 -557	-3%	-$23K	0.01%	567
2023 Q4	$777K	Sell	18,412 -104	-0.6%	-$3.92K	0.02%	543
2023 Q3	$683K	Buy	18,516 +599	+3%	+$23.3K	0.03%	452
2023 Q2	$696K	Buy	+17,917	New	+$666K	0.03%	439

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Benjamin F. Edwards & Company's SPSM Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 7% in Q2 2024, buying an estimated $51.9K and bringing the position to 19,100 shares worth $793K. The position accounts for 0.01% of the portfolio, ranked #591.

Benjamin F. Edwards & Company first reported a position in SPSM in Q2 2023 and has held it in 5 quarters since. 809 funds tracked by Wall St. Rank hold SPSM as of Q2 2024.

Benjamin F. Edwards & Company held 19,100 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $793K as of Q2 2024.
Benjamin F. Edwards & Company bought 1,245 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2024, an estimated $51.9K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #591 holding.
Benjamin F. Edwards & Company first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 5 quarters since.
809 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.