D
SPSM icon

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

Diversified’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 		$238K Buy
5,219
+1
+0% +$44 0.03% 205
2024
Q2 		$217K Hold
5,218
– – 0.03% 214
2024
Q1 		$225K Buy
+5,218
New +$216K 0.03% 157

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 $445B AUM 25.58% 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 $9.42B AUM 17.63% 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 $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Diversified's SPSM Position: Q3 2024 in Review

Diversified increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.02% in Q3 2024, buying an estimated $44 and bringing the position to 5,219 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #205.

Diversified first reported a position in SPSM in Q1 2024 and has held it in 3 quarters since. 851 funds tracked by Wall St. Rank hold SPSM as of Q3 2024.

  • Diversified held 5,219 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $238K as of Q3 2024.
  • Diversified bought 1 State Street SPDR Portfolio S&P 600 Small Cap ETF share in Q3 2024, an estimated $44.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of Diversified's portfolio in Q3 2024, its #205 holding.
  • Diversified first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and has held it in 3 quarters since.
  • 851 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.