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

Econ 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 Q4	–	Sell	-4,578	Closed	-$208K	–	109
2024 Q3	$208K	Sell	4,578 -37,495	-89%	-$1.65M	0.12%	69
2024 Q2	$1.75M	Sell	42,073 -215	-0.5%	-$8.96K	1.08%	24
2024 Q1	$1.82M	Buy	42,288 +26,886	+175%	+$1.11M	1.13%	27
2023 Q4	$650K	Buy	+15,402	New	+$580K	0.46%	51
2023 Q1	–	Sell	-64,941	Closed	-$2.4M	–	100
2022 Q4	$2.4M	Sell	64,941 -6,519	-9%	-$244K	2.43%	17
2022 Q3	$2.43M	Buy	+71,460	New	+$2.7M	2.01%	16

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Econ Financial Services's SPSM Position: Q4 2024 in Review

Econ Financial Services sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2024, closing a stake of 4,578 shares — an estimated $208K sold.

Econ Financial Services first reported a position in SPSM in Q3 2022 and held it in 6 quarters. The position peaked at $2.43M in Q3 2022. 926 funds tracked by Wall St. Rank hold SPSM as of Q4 2024.

Econ Financial Services reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2024 after selling out during the quarter.
Econ Financial Services sold 4,578 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2024, an estimated $208K.
Econ Financial Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2022 and held it in 6 quarters.
Econ Financial Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.43M in Q3 2022.
926 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2024.

Based on Econ Financial Services's 13F filing for Q4 2024, filed 27 Jan 2025.