MPCG
SPSM icon

Matrix Private Capital Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Matrix Private Capital 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
2023
Q4 		– Sell
-2,460
Closed -$90.8K – 164
2023
Q3 		$90.8K Hold
2,460
– – 0.07% 122
2023
Q2 		$95.5K Buy
+2,460
New +$91.4K 0.07% 126
2022
Q3 		– Sell
-193
Closed -$7K – 242
2022
Q2 		$7K Buy
193
+18
+10% +$699 ﹤0.01% 230
2022
Q1 		$7K Hold
175
– – ﹤0.01% 247
2021
Q4 		$8K Buy
175
+14
+9% +$622 ﹤0.01% 254
2021
Q3 		$7K Buy
161
+93
+137% +$3.98K ﹤0.01% 236
2021
Q2 		$3K Buy
68
+2
+3% +$87 ﹤0.01% 241
2021
Q1 		$3K Buy
66
+44
+200% +$1.79K ﹤0.01% 236
2020
Q4 		$1K Buy
+22
New +$705 ﹤0.01% 220

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 $376B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return