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

Merriman Wealth 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	-117,885	Closed	-$5.36M	–	226
2024 Q3	$5.36M	Sell	117,885 -4,212	-3%	-$185K	0.22%	50
2024 Q2	$5.07M	Buy	+122,097	New	+$5.09M	0.22%	49
2023 Q1	–	Sell	-142,653	Closed	-$5.27M	–	217
2022 Q4	$5.27M	Buy	+142,653	New	+$5.34M	0.27%	48

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Merriman Wealth Management's SPSM Position: Q4 2024 in Review

Merriman Wealth Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2024, closing a stake of 117,885 shares — an estimated $5.36M sold.

Merriman Wealth Management first reported a position in SPSM in Q4 2022 and held it in 3 quarters. The position peaked at $5.36M in Q3 2024. 928 funds tracked by Wall St. Rank hold SPSM as of Q4 2024.

Merriman Wealth 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.
Merriman Wealth Management sold 117,885 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2024, an estimated $5.36M.
Merriman Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and held it in 3 quarters.
Merriman Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $5.36M in Q3 2024.
928 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.