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Lake Street Advisors Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Lake Street Advisors Group’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 		$2.97M Sell
66,137
-46,103
-41% -$2.14M 0.14% 101
2024
Q3 		$5.11M Buy
112,240
+3
+0% +$132 0.24% 61
2024
Q2 		$4.66M Sell
112,237
-9,072
-7% -$378K 0.22% 68
2024
Q1 		$5.22M Hold
121,309
– – 0.24% 65
2023
Q4 		$5.12M Buy
121,309
+104,034
+602% +$3.92M 0.26% 62
2023
Q3 		$637K Buy
17,275
+253
+1% +$9.85K 0.04% 192
2023
Q2 		$661K Buy
17,022
+83
+0.5% +$3.08K 0.04% 193
2023
Q1 		$640K Buy
16,939
+63
+0.4% +$2.46K 0.04% 184
2022
Q4 		$624K Buy
16,876
+1,805
+12% +$67.6K 0.04% 175
2022
Q3 		$513K Buy
15,071
+63
+0.4% +$2.38K 0.04% 185
2022
Q2 		$540K Buy
15,008
+63
+0.4% +$2.44K 0.04% 171
2022
Q1 		$629K Buy
14,945
+22
+0.1% +$926 0.04% 164
2021
Q4 		$667K Buy
14,923
+91
+0.6% +$4.04K 0.04% 159
2021
Q3 		$632K Buy
14,832
+44
+0.3% +$1.89K 0.07% 119
2021
Q2 		$644K Buy
14,788
+41
+0.3% +$1.78K 0.05% 143
2021
Q1 		$623K Buy
14,747
+37
+0.3% +$1.51K 0.05% 139
2020
Q4 		$527K Buy
14,710
+62
+0.4% +$1.99K 0.04% 150
2020
Q3 		$401K Buy
14,648
+34
+0.2% +$948 0.04% 164
2020
Q2 		$388K Buy
14,614
+59
+0.4% +$1.45K 0.04% 162
2020
Q1 		$318K Buy
+14,555
New +$422K 0.04% 166

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 $445B AUM 25.58% 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 $1.88B AUM 29.07% 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 $9.42B AUM 17.63% 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

Lake Street Advisors Group's SPSM Position: Q4 2024 in Review

Lake Street Advisors Group reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 41% in Q4 2024, selling an estimated $2.14M and leaving 66,137 shares worth $2.97M. The position accounts for 0.14% of the portfolio, ranked #101.

Lake Street Advisors Group first reported a position in SPSM in Q1 2020 and has held it in 20 quarters since. The position peaked at $5.22M in Q1 2024. 927 funds tracked by Wall St. Rank hold SPSM as of Q4 2024.

  • Lake Street Advisors Group held 66,137 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.97M as of Q4 2024.
  • Lake Street Advisors Group sold 46,103 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2024, an estimated $2.14M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.14% of Lake Street Advisors Group's portfolio in Q4 2024, its #101 holding.
  • Lake Street Advisors Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2020 and has held it in 20 quarters since.
  • Lake Street Advisors Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $5.22M in Q1 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 Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.