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

Freedom 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
2023
Q4 		– Sell
-5,970
Closed -$220K – 785
2023
Q3 		$220K Buy
+5,970
New +$233K 0.03% 597

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Freedom Investment Management's SPSM Position: Q4 2023 in Review

Freedom Investment Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2023, closing a stake of 5,970 shares — an estimated $220K sold.

Freedom Investment Management first reported a position in SPSM in Q3 2023 and held it in 1 quarter. The position peaked at $220K in Q3 2023. 775 funds tracked by Wall St. Rank hold SPSM as of Q4 2023.

  • Freedom Investment Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Freedom Investment Management sold 5,970 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2023, an estimated $220K.
  • Freedom Investment Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2023 and held it in 1 quarter.
  • Freedom Investment Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $220K in Q3 2023.
  • 775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2023.

Based on Freedom Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.