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

Petix & Botte Financial’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
Q2 		– Sell
-43,394
Closed -$1.87M – 154
2024
Q1 		$1.87M Buy
+43,394
New +$1.79M 0.46% 52

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $147B AUM 18.73% 1-Year Est. Return

Petix & Botte Financial's SPSM Position: Q2 2024 in Review

Petix & Botte Financial sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2024, closing a stake of 43,394 shares — an estimated $1.87M sold.

Petix & Botte Financial first reported a position in SPSM in Q1 2024 and held it in 1 quarter. The position peaked at $1.87M in Q1 2024. 807 funds tracked by Wall St. Rank hold SPSM as of Q2 2024.

  • Petix & Botte Financial reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Petix & Botte Financial sold 43,394 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2024, an estimated $1.87M.
  • Petix & Botte Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and held it in 1 quarter.
  • Petix & Botte Financial's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.87M in Q1 2024.
  • 807 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.