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

Partnership 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
-815
Closed -$37.1K – 164
2024
Q3 		$37.1K Sell
815
-349
-30% -$15.3K 0.03% 130
2024
Q2 		$48.3K Buy
1,164
+3
+0.3% +$125 0.04% 144
2024
Q1 		$50K Buy
1,161
+2
+0.2% +$83 0.04% 148
2023
Q4 		$46.9K Buy
+1,159
New +$43.7K 0.04% 145

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

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

Partnership Wealth Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2024, closing a stake of 815 shares — an estimated $37.1K sold.

Partnership Wealth Management first reported a position in SPSM in Q4 2023 and held it in 4 quarters. The position peaked at $50K in Q1 2024. 926 funds tracked by Wall St. Rank hold SPSM as of Q4 2024.

  • Partnership 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.
  • Partnership Wealth Management sold 815 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2024, an estimated $37.1K.
  • Partnership Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $50K in Q1 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 Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.