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

Prestige Wealth Management Group’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 Q1	–	Sell	-56	Closed	-$2.36K	–	1045
2023 Q4	$2.36K	Hold	56	–	–	﹤0.01%	718
2023 Q3	$2.07K	Hold	56	–	–	﹤0.01%	730
2023 Q2	$2.18K	Hold	56	–	–	﹤0.01%	744
2023 Q1	$2.12K	Hold	56	–	–	﹤0.01%	736
2022 Q4	$2.07K	Hold	56	–	–	﹤0.01%	825
2022 Q3	$2K	Hold	56	–	–	﹤0.01%	777
2022 Q2	$2K	Hold	56	–	–	﹤0.01%	786
2022 Q1	$2K	Hold	56	–	–	﹤0.01%	809
2021 Q4	$3K	Hold	56	–	–	﹤0.01%	747
2021 Q3	$2K	Hold	56	–	–	﹤0.01%	825
2021 Q2	$2K	Hold	56	–	–	﹤0.01%	822
2021 Q1	$2K	Hold	56	–	–	﹤0.01%	819
2020 Q4	$2K	Hold	56	–	–	﹤0.01%	783
2020 Q3	$2K	Sell	56 -20	-26%	-$558	﹤0.01%	703
2020 Q2	$2K	Hold	76	–	–	﹤0.01%	698
2020 Q1	$2K	Sell	76 -5,054	-99%	-$147K	﹤0.01%	672
2019 Q4	$168K	Buy	5,130 +861	+20%	+$26.9K	0.09%	130
2019 Q3	$128K	Buy	4,269 +10	+0.2%	+$302	0.07%	133
2019 Q2	$131K	Sell	4,259 -5,633	-57%	-$171K	0.08%	129
2019 Q1	$299K	Buy	9,892 +254	+3%	+$7.54K	0.18%	96
2018 Q4	$254K	Buy	+9,638	New	+$284K	0.19%	96

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Prestige Wealth Management Group's SPSM Position: Q1 2024 in Review

Prestige Wealth Management Group sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2024, closing a stake of 56 shares — an estimated $2.36K sold.

Prestige Wealth Management Group first reported a position in SPSM in Q4 2018 and held it in 21 quarters. The position peaked at $299K in Q1 2019. 775 funds tracked by Wall St. Rank hold SPSM as of Q1 2024.

Prestige Wealth Management Group reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2024 after selling out during the quarter.
Prestige Wealth Management Group sold 56 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2024, an estimated $2.36K.
Prestige Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2018 and held it in 21 quarters.
Prestige Wealth Management Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $299K in Q1 2019.
775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2024.

Based on Prestige Wealth Management Group's 13F filing for Q1 2024, filed 26 Apr 2024.