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Northwest Financial Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Northwest Financial Advisors’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
-1,432
Closed -$65.2K – 478
2024
Q3 		$65.2K Buy
+1,432
New +$62.9K 0.05% 199
2024
Q1 		– Sell
-239
Closed -$10.1K – 457
2023
Q4 		$10.1K Buy
+239
New +$9.01K 0.01% 376

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

Northwest Financial Advisors's SPSM Position: Q4 2024 in Review

Northwest Financial Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2024, closing a stake of 1,432 shares — an estimated $65.2K sold.

Northwest Financial Advisors first reported a position in SPSM in Q4 2023 and held it in 2 quarters. The position peaked at $65.2K in Q3 2024. 926 funds tracked by Wall St. Rank hold SPSM as of Q4 2024.

  • Northwest Financial Advisors reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,432 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2024, an estimated $65.2K.
  • Northwest Financial Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $65.2K 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 Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.