Householder Group Estate & Retirement Specialist’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Householder Group Estate & Retirement Specialist’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	$60K	Sell	1,338 -17,390	-93%	-$809K	0.04%	198
2024 Q3	$852K	Buy	18,728 +1,415	+8%	+$62.2K	0.25%	91
2024 Q2	$719K	Buy	17,313 +5,879	+51%	+$245K	0.2%	105
2024 Q1	$492K	Buy	11,434 +811	+8%	+$33.5K	0.15%	138
2023 Q4	$448K	Sell	10,623 -3,855	-27%	-$145K	0.15%	131
2023 Q3	$534K	Buy	+14,478	New	+$564K	0.19%	102
2023 Q1	$69K	Buy	+1,833	New	+$71.6K	0.03%	376
2022 Q4	–	Sell	-407	Closed	-$13K	–	1026
2022 Q3	$13K	Buy	+407	New	+$15.4K	0.01%	677

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's SPSM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 93% in Q4 2024, selling an estimated $809K and leaving 1,338 shares worth $60K. The position accounts for 0.04% of the portfolio, ranked #198.

Householder Group Estate & Retirement Specialist first reported a position in SPSM in Q3 2022 and has held it in 8 quarters since. The position peaked at $852K in Q3 2024. 927 funds tracked by Wall St. Rank hold SPSM as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1,338 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $60K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 17,390 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2024, an estimated $809K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #198 holding.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $852K in Q3 2024.
927 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.