Levy Wealth Management Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Levy Wealth Management 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 Q2	$297K	Buy	+7,141	New	+$298K	0.08%	83
2023 Q3	–	Sell	-6,182	Closed	-$240K	–	111
2023 Q2	$240K	Buy	+6,182	New	+$230K	0.07%	100
2023 Q1	–	Sell	-6,033	Closed	-$223K	–	109
2022 Q4	$223K	Buy	+6,033	New	+$226K	0.07%	87

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Levy Wealth Management Group's SPSM Position: Q2 2024 in Review

Levy Wealth Management Group opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2024: 7,141 shares worth $297K. The stake represents 0.08% of the portfolio and ranks #83 among its holdings. This is a return to the name: Levy Wealth Management Group previously reported a position in SPSM as recently as Q2 2023.

Levy Wealth Management Group first reported a position in SPSM in Q4 2022 and has held it in 3 quarters since. 809 funds tracked by Wall St. Rank hold SPSM as of Q2 2024.

Levy Wealth Management Group held 7,141 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $297K as of Q2 2024.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Levy Wealth Management Group position in Q2 2024.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.08% of Levy Wealth Management Group's portfolio in Q2 2024, its #83 holding.
Levy Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and has held it in 3 quarters since.
809 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.