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

Meridian 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
-5,593
Closed -$206K – 105
2023
Q3 		$206K Hold
5,593
– – 0.07% 92
2023
Q2 		$217K Hold
5,593
– – 0.07% 91
2023
Q1 		$211K Buy
+5,593
New +$218K 0.07% 87

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
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 $432B 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

Meridian Management's SPSM Position: Q4 2023 in Review

Meridian Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2023, closing a stake of 5,593 shares — an estimated $206K sold.

Meridian Management first reported a position in SPSM in Q1 2023 and held it in 3 quarters. The position peaked at $217K in Q2 2023. 775 funds tracked by Wall St. Rank hold SPSM as of Q4 2023.

  • Meridian 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.
  • Meridian Management sold 5,593 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2023, an estimated $206K.
  • Meridian Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2023 and held it in 3 quarters.
  • Meridian Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $217K in Q2 2023.
  • 775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2023.

Based on Meridian Management's 13F filing for Q4 2023, filed 12 Feb 2024.