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

Macroview Investment 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 Q4	–	Sell	-1,087	Closed	-$49.5K	–	481
2024 Q3	$49.5K	Buy	1,087 +20	+2%	+$879	0.05%	134
2024 Q2	$44.3K	Buy	1,067 +5	+0.5%	+$208	0.05%	133
2024 Q1	$45.7K	Buy	1,062 +85	+9%	+$3.51K	0.05%	141
2023 Q4	$41.2K	Buy	977 +74	+8%	+$2.79K	0.05%	140
2023 Q3	$33.3K	Buy	903 +1	+0.1%	+$39	0.04%	132
2023 Q2	$35K	Buy	+902	New	+$33.5K	0.05%	98

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 $1.6B AUM 20.7% 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

Macroview Investment Management's SPSM Position: Q4 2024 in Review

Macroview Investment Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2024, closing a stake of 1,087 shares — an estimated $49.5K sold.

Macroview Investment Management first reported a position in SPSM in Q2 2023 and held it in 6 quarters. The position peaked at $49.5K in Q3 2024. 926 funds tracked by Wall St. Rank hold SPSM as of Q4 2024.

Macroview Investment Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 1,087 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2024, an estimated $49.5K.
Macroview Investment Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and held it in 6 quarters.
Macroview Investment Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $49.5K in Q3 2024.
926 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.