M&R Capital Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

M&R Capital 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
2024 Q3	$57K	Buy	1,252 +99	+9%	+$4.35K	0.01%	233
2024 Q2	$47.9K	Buy	1,153 +207	+22%	+$8.63K	0.01%	228
2024 Q1	$40.7K	Buy	946 +343	+57%	+$14.2K	0.01%	240
2023 Q4	$25.4K	Buy	603 +158	+36%	+$5.95K	0.01%	309
2023 Q3	$16.4K	Buy	445 +380	+585%	+$14.8K	﹤0.01%	326
2023 Q2	$2.52K	Hold	65	–	–	﹤0.01%	519
2023 Q1	$2.46K	Buy	+65	New	+$2.54K	﹤0.01%	502

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

M&R Capital Management's SPSM Position: Q3 2024 in Review

M&R Capital Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 8.6% in Q3 2024, buying an estimated $4.35K and bringing the position to 1,252 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #233.

M&R Capital Management first reported a position in SPSM in Q1 2023 and has held it in 7 quarters since. 852 funds tracked by Wall St. Rank hold SPSM as of Q3 2024.

M&R Capital Management held 1,252 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $57K as of Q3 2024.
M&R Capital Management bought 99 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2024, an estimated $4.35K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of M&R Capital Management's portfolio in Q3 2024, its #233 holding.
M&R Capital Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2023 and has held it in 7 quarters since.
852 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.