ECG
SPSM icon

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

Edge Capital 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
2024
Q4 		$1.09M Buy
24,214
+1,019
+4% +$47.4K 0.05% 157
2024
Q3 		$1.06M Buy
23,195
+734
+3% +$32.2K 0.05% 158
2024
Q2 		$933K Sell
22,461
-2,130
-9% -$88.8K 0.05% 171
2024
Q1 		$1.06M Buy
24,591
+1,636
+7% +$67.6K 0.05% 160
2023
Q4 		$968K Sell
22,955
-17,174
-43% -$647K 0.05% 168
2023
Q3 		$1.48M Sell
40,129
-2,176
-5% -$84.7K 0.1% 134
2023
Q2 		$1.64M Buy
+42,305
New +$1.57M 0.09% 143

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Edge Capital Group's SPSM Position: Q4 2024 in Review

Edge Capital Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 4.4% in Q4 2024, buying an estimated $47.4K and bringing the position to 24,214 shares worth $1.09M. The position accounts for 0.05% of the portfolio, ranked #157.

Edge Capital Group first reported a position in SPSM in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.64M in Q2 2023. 926 funds tracked by Wall St. Rank hold SPSM as of Q4 2024.

  • Edge Capital Group held 24,214 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.09M as of Q4 2024.
  • Edge Capital Group bought 1,019 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2024, an estimated $47.4K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.05% of Edge Capital Group's portfolio in Q4 2024, its #157 holding.
  • Edge Capital Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 7 quarters since.
  • Edge Capital Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.64M in Q2 2023.
  • 926 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.