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

Naples Money 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
Q3 		– Sell
-3,361
Closed -$138K – 434
2024
Q2 		$138K Buy
3,361
+16
+0.5% +$667 0.12% 60
2024
Q1 		$144K Buy
3,345
+12
+0.4% +$496 0.14% 59
2023
Q4 		$141K Buy
+3,333
New +$126K 0.13% 65

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 $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Naples Money Management's SPSM Position: Q3 2024 in Review

Naples Money Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2024, closing a stake of 3,361 shares — an estimated $138K sold.

Naples Money Management first reported a position in SPSM in Q4 2023 and held it in 3 quarters. The position peaked at $144K in Q1 2024. 851 funds tracked by Wall St. Rank hold SPSM as of Q3 2024.

  • Naples Money Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Naples Money Management sold 3,361 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2024, an estimated $138K.
  • Naples Money Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and held it in 3 quarters.
  • Naples Money Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $144K in Q1 2024.
  • 851 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.