Cetera Advisor Networks’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Cetera Advisor Networks’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 Q1	$32.1M	Sell	745,679 -44,609	-6%	-$1.84M	0.16%	123
2023 Q4	$33.3M	Buy	790,288 +134,064	+20%	+$5.05M	0.19%	109
2023 Q3	$24.2M	Buy	656,224 +67,203	+11%	+$2.62M	0.15%	134
2023 Q2	$22.9M	Buy	589,021 +100,685	+21%	+$3.74M	0.16%	136
2023 Q1	$18.4M	Buy	488,336 +41,748	+9%	+$1.63M	0.14%	173
2022 Q4	$16.5M	Buy	446,588 +63,776	+17%	+$2.39M	0.13%	180
2022 Q3	$13M	Buy	382,812 +34,150	+10%	+$1.29M	0.16%	146
2022 Q2	$12.5M	Buy	348,662 +68,427	+24%	+$2.66M	0.16%	147
2022 Q1	$11.8M	Buy	280,235 +63,573	+29%	+$2.68M	0.14%	152
2021 Q4	$9.68M	Buy	216,662 +40,441	+23%	+$1.8M	0.12%	188
2021 Q3	$7.51M	Buy	176,221 +33,168	+23%	+$1.42M	0.1%	220
2021 Q2	$6.29M	Buy	+143,053	New	+$6.21M	0.09%	236
2020 Q3	–	Sell	-1,337	Closed	-$36K	–	2781
2020 Q2	$36K	Buy	+1,337	New	+$32.8K	﹤0.01%	2092

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Cetera Advisor Networks's SPSM Position: Q1 2024 in Review

Cetera Advisor Networks reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5.6% in Q1 2024, selling an estimated $1.84M and leaving 745,679 shares worth $32.1M. The position accounts for 0.16% of the portfolio, ranked #123.

Cetera Advisor Networks first reported a position in SPSM in Q2 2020 and has held it in 13 quarters since. The position peaked at $33.3M in Q4 2023. 774 funds tracked by Wall St. Rank hold SPSM as of Q1 2024.

Cetera Advisor Networks held 745,679 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $32.1M as of Q1 2024.
Cetera Advisor Networks sold 44,609 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2024, an estimated $1.84M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.16% of Cetera Advisor Networks's portfolio in Q1 2024, its #123 holding.
Cetera Advisor Networks first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2020 and has held it in 13 quarters since.
Cetera Advisor Networks's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $33.3M in Q4 2023.
774 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.