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Citizens & Northern Corp’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Citizens & Northern Corp’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 		– Sell
-47,431
Closed -$1.97M – 132
2024
Q2 		$1.97M Buy
+47,431
New +$1.98M 0.62% 33

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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citizens & Northern Corp's SPSM Position: Q3 2024 in Review

Citizens & Northern Corp sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2024, closing a stake of 47,431 shares — an estimated $1.97M sold.

Citizens & Northern Corp first reported a position in SPSM in Q2 2024 and held it in 1 quarter. The position peaked at $1.97M in Q2 2024. 850 funds tracked by Wall St. Rank hold SPSM as of Q3 2024.

  • Citizens & Northern Corp reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Citizens & Northern Corp sold 47,431 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2024, an estimated $1.97M.
  • Citizens & Northern Corp first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and held it in 1 quarter.
  • Citizens & Northern Corp's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.97M in Q2 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 Citizens & Northern Corp's 13F filing for Q3 2024, filed 4 Nov 2024.