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

Liberty Wealth Management’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
2023 Q4	–	Sell	-8,236	Closed	-$304K	–	188
2023 Q3	$304K	Sell	8,236 -1,799	-18%	-$70.1K	0.08%	132
2023 Q2	$390K	Buy	+10,035	New	+$373K	0.1%	117
2019 Q3	–	Sell	-475	Closed	-$15K	–	974
2019 Q2	$15K	Hold	475	–	–	0.01%	458
2019 Q1	$14K	Hold	475	–	–	0.01%	391
2018 Q4	$12K	Buy	+475	New	+$14K	0.01%	405

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Liberty Wealth Management's SPSM Position: Q4 2023 in Review

Liberty Wealth Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2023, closing a stake of 8,236 shares — an estimated $304K sold.

Liberty Wealth Management first reported a position in SPSM in Q4 2018 and held it in 5 quarters. The position peaked at $390K in Q2 2023. 776 funds tracked by Wall St. Rank hold SPSM as of Q4 2023.

Liberty Wealth Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2023 after selling out during the quarter.
Liberty Wealth Management sold 8,236 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2023, an estimated $304K.
Liberty Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2018 and held it in 5 quarters.
Liberty Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $390K in Q2 2023.
776 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2023.

Based on Liberty Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.