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Capital CS Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Capital CS Group’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
-4,609
Closed -$210K – 93
2024
Q3 		$210K Buy
+4,609
New +$202K 0.25% 61
2023
Q4 		– Sell
-23,415
Closed -$864K – 110
2023
Q3 		$864K Buy
23,415
+11,245
+92% +$438K 1.02% 11
2023
Q2 		$473K Buy
+12,170
New +$452K 0.47% 20

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 $1.6B AUM 20.7% 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

Capital CS Group's SPSM Position: Q4 2024 in Review

Capital CS Group sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2024, closing a stake of 4,609 shares — an estimated $210K sold.

Capital CS Group first reported a position in SPSM in Q2 2023 and held it in 3 quarters. The position peaked at $864K in Q3 2023. 926 funds tracked by Wall St. Rank hold SPSM as of Q4 2024.

  • Capital CS Group reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Capital CS Group sold 4,609 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2024, an estimated $210K.
  • Capital CS Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and held it in 3 quarters.
  • Capital CS Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $864K in Q3 2023.
  • 926 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2024.

Based on Capital CS Group's 13F filing for Q4 2024, filed 14 Jan 2025.