DB Wealth Management Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

DB Wealth Management Group’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	$3.29K	Hold	78	–	–	﹤0.01%	334
2023 Q3	$2.88K	Hold	78	–	–	﹤0.01%	334
2023 Q2	$3.03K	Buy	+78	New	+$2.9K	﹤0.01%	330

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DB Wealth Management Group's SPSM Position: Q4 2023 in Review

DB Wealth Management Group held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q4 2023 at 78 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

DB Wealth Management Group first reported a position in SPSM in Q2 2023 and has held it in 3 quarters since. 775 funds tracked by Wall St. Rank hold SPSM as of Q4 2023.

DB Wealth Management Group held 78 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.29K as of Q4 2023.
DB Wealth Management Group left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q4 2023.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #334 holding.
DB Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 3 quarters since.
775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.