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

Bison Wealth’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
Q4 		– Sell
-191,098
Closed -$8.7M – 414
2024
Q3 		$8.7M Sell
191,098
-9,594
-5% -$421K 1.38% 16
2024
Q2 		$8.64M Hold
200,692
– – 1.4% 13
2024
Q1 		$8.64M Buy
+200,692
New +$8.3M 1.4% 13
2021
Q4 		– Sell
-126
Closed -$5K – 460
2021
Q3 		$5K Hold
126
– – ﹤0.01% 447
2021
Q2 		$6K Hold
126
– – ﹤0.01% 431
2021
Q1 		$5K Hold
126
– – ﹤0.01% 441
2020
Q4 		$5K Buy
+126
New +$4.04K ﹤0.01% 388

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bison Wealth's SPSM Position: Q4 2024 in Review

Bison Wealth sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2024, closing a stake of 191,098 shares — an estimated $8.7M sold.

Bison Wealth first reported a position in SPSM in Q4 2020 and held it in 7 quarters. The position peaked at $8.7M in Q3 2024. 927 funds tracked by Wall St. Rank hold SPSM as of Q4 2024.

  • Bison Wealth reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 191,098 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2024, an estimated $8.7M.
  • Bison Wealth first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and held it in 7 quarters.
  • Bison Wealth's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $8.7M in Q3 2024.
  • 927 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.