National Bank of Canada
SPSM icon

National Bank of Canada’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

National Bank of Canada’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
-6
Closed -$273 – 3197
2024
Q3 		$273 Buy
+6
New +$264 ﹤0.01% 2512

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 $1.88B AUM 29.07% 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

National Bank of Canada's SPSM Position: Q4 2024 in Review

National Bank of Canada sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2024, closing a stake of 6 shares — an estimated $273 sold.

National Bank of Canada first reported a position in SPSM in Q3 2024 and held it in 1 quarter. The position peaked at $273 in Q3 2024. 927 funds tracked by Wall St. Rank hold SPSM as of Q4 2024.

  • National Bank of Canada reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2024 after selling out during the quarter.
  • National Bank of Canada sold 6 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2024, an estimated $273.
  • National Bank of Canada first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2024 and held it in 1 quarter.
  • National Bank of Canada's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $273 in Q3 2024.
  • 927 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2024.

Based on National Bank of Canada's 13F filing for Q4 2024, filed 12 Feb 2025.