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Pathstone Family Office’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Pathstone Family Office’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
2023
Q3 		$4.26M Buy
+115,332
New +$4.49M 0.03% 305

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Pathstone Family Office's SPSM Position: Q3 2023 in Review

Pathstone Family Office opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2023: 115,332 shares worth $4.26M. The stake represents 0.03% of the portfolio and ranks #305 among its holdings.

683 funds tracked by Wall St. Rank hold SPSM as of Q3 2023.

  • Pathstone Family Office held 115,332 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.26M as of Q3 2023.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Pathstone Family Office position in Q3 2023.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of Pathstone Family Office's portfolio in Q3 2023, its #305 holding.
  • 683 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.