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

Quadcap 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
Q2 		– Sell
-4,672
Closed -$201K – 404
2024
Q1 		$201K Sell
4,672
-99
-2% -$4.09K 0.05% 315
2023
Q4 		$201K Buy
+4,771
New +$180K 0.05% 316

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

Quadcap Wealth Management's SPSM Position: Q2 2024 in Review

Quadcap Wealth Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2024, closing a stake of 4,672 shares — an estimated $201K sold.

Quadcap Wealth Management first reported a position in SPSM in Q4 2023 and held it in 2 quarters. The position peaked at $201K in Q4 2023. 807 funds tracked by Wall St. Rank hold SPSM as of Q2 2024.

  • Quadcap Wealth Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Quadcap Wealth Management sold 4,672 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2024, an estimated $201K.
  • Quadcap Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and held it in 2 quarters.
  • Quadcap Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $201K in Q4 2023.
  • 807 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2024.

Based on Quadcap Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.