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

Glenmede Trust’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
-211
Closed -$9.6K – 1454
2024
Q3 		$9.6K Buy
+211
New +$9.27K ﹤0.01% 1369
2022
Q1 		– Sell
-193
Closed -$8K – 1384
2021
Q4 		$8K Buy
+193
New +$8.58K ﹤0.01% 1306

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

Glenmede Trust's SPSM Position: Q4 2024 in Review

Glenmede Trust sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2024, closing a stake of 211 shares — an estimated $9.6K sold.

Glenmede Trust first reported a position in SPSM in Q4 2021 and held it in 2 quarters. The position peaked at $9.6K in Q3 2024. 926 funds tracked by Wall St. Rank hold SPSM as of Q4 2024.

  • Glenmede Trust reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Glenmede Trust sold 211 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2024, an estimated $9.6K.
  • Glenmede Trust first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and held it in 2 quarters.
  • Glenmede Trust's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $9.6K in Q3 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 Glenmede Trust's 13F filing for Q4 2024, filed 14 Feb 2025.