Carmichael Hill & Associates’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Carmichael Hill & Associates’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 Q3	$126K	Hold	2,761	–	–	0.04%	236
2024 Q2	$115K	Sell	2,761 -2,230	-45%	-$92.9K	0.05%	230
2024 Q1	$215K	Hold	4,991	–	–	0.09%	167
2023 Q4	$211K	Hold	4,991	–	–	0.09%	165
2023 Q3	$184K	Buy	4,991 +1,657	+50%	+$64.5K	0.08%	172
2023 Q2	$129K	Buy	+3,334	New	+$124K	0.06%	222

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carmichael Hill & Associates's SPSM Position: Q3 2024 in Review

Carmichael Hill & Associates held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q3 2024 at 2,761 shares worth $126K. The position accounts for 0.04% of the portfolio, ranked #236.

Carmichael Hill & Associates first reported a position in SPSM in Q2 2023 and has held it in 6 quarters since. The position peaked at $215K in Q1 2024. 850 funds tracked by Wall St. Rank hold SPSM as of Q3 2024.

Carmichael Hill & Associates held 2,761 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $126K as of Q3 2024.
Carmichael Hill & Associates left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q3 2024.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of Carmichael Hill & Associates's portfolio in Q3 2024, its #236 holding.
Carmichael Hill & Associates first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 6 quarters since.
Carmichael Hill & Associates's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $215K in Q1 2024.
850 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.