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

Girard Partners’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 		$6.07M Buy
146,237
+11,180
+8% +$466K 0.57% 44
2024
Q1 		$5.81M Buy
+135,057
New +$5.58M 0.55% 46

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
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
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
Carson Wealth (CWM LLC)
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Girard Partners's SPSM Position: Q2 2024 in Review

Girard Partners increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 8.3% in Q2 2024, buying an estimated $466K and bringing the position to 146,237 shares worth $6.07M. The position accounts for 0.57% of the portfolio, ranked #44.

Girard Partners first reported a position in SPSM in Q1 2024 and has held it in 2 quarters since. 807 funds tracked by Wall St. Rank hold SPSM as of Q2 2024.

  • Girard Partners held 146,237 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $6.07M as of Q2 2024.
  • Girard Partners bought 11,180 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2024, an estimated $466K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.57% of Girard Partners's portfolio in Q2 2024, its #44 holding.
  • Girard Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and has held it in 2 quarters since.
  • 807 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.