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

Fernwood Investment 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
Q4 		– Sell
-8,402
Closed -$382K – 190
2024
Q3 		$382K Sell
8,402
-7,035
-46% -$309K 0.12% 139
2024
Q2 		$641K Hold
15,437
– – 0.2% 98
2024
Q1 		$664K Buy
15,437
+5,638
+58% +$233K 0.19% 102
2023
Q4 		$413K Buy
9,799
+1,151
+13% +$43.4K 0.14% 133
2023
Q3 		$319K Sell
8,648
-208
-2% -$8.1K 0.11% 143
2023
Q2 		$344K Buy
8,856
+150
+2% +$5.58K 0.12% 142
2023
Q1 		$329K Hold
8,706
– – 0.13% 146
2022
Q4 		$322K Sell
8,706
-200
-2% -$7.49K 0.13% 145
2022
Q3 		$303K Hold
8,906
– – 0.13% 140
2022
Q2 		$320K Hold
8,906
– – 0.14% 138
2022
Q1 		$375K Sell
8,906
-58
-0.6% -$2.44K 0.13% 144
2021
Q4 		$401K Buy
8,964
+752
+9% +$33.4K 0.13% 146
2021
Q3 		$350K Hold
8,212
– – 0.12% 150
2021
Q2 		$361K Hold
8,212
– – 0.12% 149
2021
Q1 		$347K Hold
8,212
– – 0.13% 149
2020
Q4 		$294K Hold
8,212
– – 0.12% 153
2020
Q3 		$225K Sell
8,212
-340
-4% -$9.48K 0.11% 151
2020
Q2 		$227K Buy
+8,552
New +$210K 0.11% 150
2020
Q1 		– Sell
-7,100
Closed -$232K – 164
2019
Q4 		$232K Buy
+7,100
New +$222K 0.11% 140

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

Fernwood Investment Management's SPSM Position: Q4 2024 in Review

Fernwood Investment Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2024, closing a stake of 8,402 shares — an estimated $382K sold.

Fernwood Investment Management first reported a position in SPSM in Q4 2019 and held it in 19 quarters. The position peaked at $664K in Q1 2024. 926 funds tracked by Wall St. Rank hold SPSM as of Q4 2024.

  • Fernwood Investment Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 8,402 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2024, an estimated $382K.
  • Fernwood Investment Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and held it in 19 quarters.
  • Fernwood Investment Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $664K in Q1 2024.
  • 926 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.