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

EPIQ 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 		$1.02M Buy
22,721
+2,069
+10% +$96.2K 0.27% 35
2024
Q3 		$940K Buy
20,652
+495
+2% +$21.7K 0.27% 33
2024
Q2 		$837K Buy
20,157
+12,189
+153% +$508K 0.29% 31
2024
Q1 		$343K Buy
+7,968
New +$329K 0.14% 41

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 22.9% 1-Year Est. Return

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

EPIQ Capital Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 10% in Q4 2024, buying an estimated $96.2K and bringing the position to 22,721 shares worth $1.02M. The position accounts for 0.27% of the portfolio, ranked #35.

EPIQ Capital Group first reported a position in SPSM in Q1 2024 and has held it in 4 quarters since. 929 funds tracked by Wall St. Rank hold SPSM as of Q4 2024.

  • EPIQ Capital Group held 22,721 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.02M as of Q4 2024.
  • EPIQ Capital Group bought 2,069 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2024, an estimated $96.2K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.27% of EPIQ Capital Group's portfolio in Q4 2024, its #35 holding.
  • EPIQ Capital Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and has held it in 4 quarters since.
  • 929 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2024.

Based on EPIQ Capital Group's 13F filing for Q4 2024, filed 7 Feb 2025.