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

Bogart Wealth LLC’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
2025
Q4 		– Sell
-2
Closed -$93 – 1679
2025
Q3 		$93 Hold
2
– – ﹤0.01% 1503
2025
Q2 		$85 Hold
2
– – ﹤0.01% 1428
2025
Q1 		$82 Hold
2
– – ﹤0.01% 1379
2024
Q4 		$90 Hold
2
– – ﹤0.01% 1326
2024
Q3 		$91 Hold
2
– – ﹤0.01% 1116
2024
Q2 		$83 Hold
2
– – ﹤0.01% 1102
2024
Q1 		$86 Hold
2
– – ﹤0.01% 1059
2023
Q4 		$84 Hold
2
– – ﹤0.01% 1049
2023
Q3 		$74 Hold
2
– – ﹤0.01% 1058
2023
Q2 		$78 Buy
+2
New +$74 ﹤0.01% 1032
2022
Q4 		– Sell
-306
Closed -$10K – 1208
2022
Q3 		$10K Buy
+306
New +$11.6K ﹤0.01% 548

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return