Convergence Financial’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
Other funds holding SPSM
VA
Convergence Financial's SPSM Position: Q1 2025 in Review
Convergence Financial sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2025, closing a stake of 4,911 shares — an estimated $221K sold.
Convergence Financial first reported a position in SPSM in Q4 2023 and held it in 4 quarters. The position peaked at $501K in Q1 2024. 890 funds tracked by Wall St. Rank hold SPSM as of Q1 2025.
- Convergence Financial reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2025 after selling out during the quarter.
- Convergence Financial sold 4,911 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2025, an estimated $221K.
- Convergence Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and held it in 4 quarters.
- Convergence Financial's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $501K in Q1 2024.
- 890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2025.
Based on Convergence Financial's 13F filing for Q1 2025, filed 25 Apr 2025.