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

Family Asset Management’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	$910	Hold	20	–	–	﹤0.01%	199
2024 Q2	$831	Hold	20	–	–	﹤0.01%	200
2024 Q1	$861	Sell	20 -334	-94%	-$13.8K	﹤0.01%	181
2023 Q4	$14.9K	Buy	354 +334	+1,670%	+$12.6K	0.01%	152
2023 Q3	$738	Hold	20	–	–	﹤0.01%	174
2023 Q2	$777	Hold	20	–	–	﹤0.01%	178
2023 Q1	$755	Hold	20	–	–	﹤0.01%	169
2022 Q4	$739	Buy	+20	New	+$749	﹤0.01%	159

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

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

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

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

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

Family Asset Management's SPSM Position: Q3 2024 in Review

Family Asset Management held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q3 2024 at 20 shares worth $910. The position accounts for ﹤0.01% of the portfolio, ranked #199.

Family Asset Management first reported a position in SPSM in Q4 2022 and has held it in 8 quarters since. The position peaked at $14.9K in Q4 2023. 850 funds tracked by Wall St. Rank hold SPSM as of Q3 2024.

Family Asset Management held 20 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $910 as of Q3 2024.
Family Asset Management left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q3 2024.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Family Asset Management's portfolio in Q3 2024, its #199 holding.
Family Asset Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and has held it in 8 quarters since.
Family Asset Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $14.9K in Q4 2023.
850 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.