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Coulter & Justus Financial Services’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Coulter & Justus Financial Services’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 		$258K Buy
+6,000
New +$248K 0.06% 80

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Coulter & Justus Financial Services's SPSM Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2024: 6,000 shares worth $258K. The stake represents 0.06% of the portfolio and ranks #80 among its holdings.

772 funds tracked by Wall St. Rank hold SPSM as of Q1 2024.

  • Coulter & Justus Financial Services held 6,000 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $258K as of Q1 2024.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Coulter & Justus Financial Services position in Q1 2024.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.06% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #80 holding.
  • 772 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.