BSW
SPSM icon

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

Buckingham Strategic 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
Q2 		$833K Sell
20,070
-1,604
-7% -$66.8K 0.01% 362
2024
Q1 		$933K Sell
21,674
-2,405
-10% -$99.4K 0.01% 348
2023
Q4 		$1.02M Sell
24,079
-4,588
-16% -$173K 0.01% 321
2023
Q3 		$1.06M Buy
28,667
+177
+0.6% +$6.89K 0.02% 285
2023
Q2 		$1.11M Buy
28,490
+2,731
+11% +$102K 0.02% 287
2023
Q1 		$952K Hold
25,759
– – 0.02% 276
2022
Q4 		$952K Sell
25,759
-1,225
-5% -$45.9K 0.02% 277
2022
Q3 		$919K Sell
26,984
-379
-1% -$14.3K 0.02% 267
2022
Q2 		$985K Buy
27,363
+1,526
+6% +$59.2K 0.02% 261
2022
Q1 		$1.09M Hold
25,837
– – 0.02% 248
2021
Q4 		$1.16M Sell
25,837
-145
-0.6% -$6.45K 0.02% 245
2021
Q3 		$1.11M Sell
25,982
-1,958
-7% -$83.9K 0.02% 245
2021
Q2 		$1.23M Sell
27,940
-2,281
-8% -$99.1K 0.03% 229
2021
Q1 		$1.28M Sell
30,221
-3,160
-9% -$129K 0.06% 208
2020
Q4 		$1.2M Buy
+33,381
New +$1.07M 0.06% 201
2020
Q2 		– Sell
-14,200
Closed -$310K – 470
2020
Q1 		$310K Buy
+14,200
New +$412K 0.03% 341

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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 $171B AUM 24.68% 1-Year Est. Return

Buckingham Strategic Wealth's SPSM Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 7.4% in Q2 2024, selling an estimated $66.8K and leaving 20,070 shares worth $833K. The position accounts for 0.01% of the portfolio, ranked #362.

Buckingham Strategic Wealth first reported a position in SPSM in Q1 2020 and has held it in 16 quarters since. The position peaked at $1.28M in Q1 2021. 809 funds tracked by Wall St. Rank hold SPSM as of Q2 2024.

  • Buckingham Strategic Wealth held 20,070 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $833K as of Q2 2024.
  • Buckingham Strategic Wealth sold 1,604 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2024, an estimated $66.8K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #362 holding.
  • Buckingham Strategic Wealth first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2020 and has held it in 16 quarters since.
  • Buckingham Strategic Wealth's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.28M in Q1 2021.
  • 809 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.