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

Cavalier Investments’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
2023
Q4 		– Sell
-24,072
Closed -$888K – 95
2023
Q3 		$888K Sell
24,072
-3,516
-13% -$137K 0.35% 65
2023
Q2 		$1.07M Buy
+27,588
New +$1.03M 0.39% 61

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cavalier Investments's SPSM Position: Q4 2023 in Review

Cavalier Investments sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2023, closing a stake of 24,072 shares — an estimated $888K sold.

Cavalier Investments first reported a position in SPSM in Q2 2023 and held it in 2 quarters. The position peaked at $1.07M in Q2 2023. 775 funds tracked by Wall St. Rank hold SPSM as of Q4 2023.

  • Cavalier Investments reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Cavalier Investments sold 24,072 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2023, an estimated $888K.
  • Cavalier Investments first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and held it in 2 quarters.
  • Cavalier Investments's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.07M in Q2 2023.
  • 775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2023.

Based on Cavalier Investments's 13F filing for Q4 2023, filed 13 Feb 2024.