First Manhattan’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

First Manhattan’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 Q2	–	Sell	-2,066	Closed	-$88.9K	–	1227
2024 Q1	$88.9K	Hold	2,066	–	–	﹤0.01%	787
2023 Q4	$87.1K	Hold	2,066	–	–	﹤0.01%	778
2023 Q3	$76.2K	Hold	2,066	–	–	﹤0.01%	803
2023 Q2	$80.2K	Buy	+2,066	New	+$76.8K	﹤0.01%	809
2022 Q3	–	Sell	-238	Closed	-$8K	–	1646
2022 Q2	$8K	Hold	238	–	–	﹤0.01%	1272
2022 Q1	$10K	Buy	+238	New	+$10K	﹤0.01%	1281

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

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

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

First Manhattan's SPSM Position: Q2 2024 in Review

First Manhattan sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2024, closing a stake of 2,066 shares — an estimated $88.9K sold.

First Manhattan first reported a position in SPSM in Q1 2022 and held it in 6 quarters. The position peaked at $88.9K in Q1 2024. 807 funds tracked by Wall St. Rank hold SPSM as of Q2 2024.

First Manhattan reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2024 after selling out during the quarter.
First Manhattan sold 2,066 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2024, an estimated $88.9K.
First Manhattan first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2022 and held it in 6 quarters.
First Manhattan's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $88.9K in Q1 2024.
807 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.