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

MB Generational Wealth’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
-5,864
Closed -$267K – 57
2024
Q3 		$267K Hold
5,864
– – 0.19% 49
2024
Q2 		$244K Buy
+5,864
New +$244K 0.19% 48

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 $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MB Generational Wealth's SPSM Position: Q4 2024 in Review

MB Generational Wealth sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2024, closing a stake of 5,864 shares — an estimated $267K sold.

MB Generational Wealth first reported a position in SPSM in Q2 2024 and held it in 2 quarters. The position peaked at $267K in Q3 2024. 926 funds tracked by Wall St. Rank hold SPSM as of Q4 2024.

  • MB Generational Wealth reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2024 after selling out during the quarter.
  • MB Generational Wealth sold 5,864 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2024, an estimated $267K.
  • MB Generational Wealth first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and held it in 2 quarters.
  • MB Generational Wealth's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $267K 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 MB Generational Wealth's 13F filing for Q4 2024, filed 4 Feb 2025.