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RE Dickinson Investment Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

RE Dickinson Investment Advisors’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 		$64.5K Buy
+1,435
New +$66.7K 0.04% 81

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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RE Dickinson Investment Advisors's SPSM Position: Q4 2024 in Review

RE Dickinson Investment Advisors opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2024: 1,435 shares worth $64.5K. The stake represents 0.04% of the portfolio and ranks #81 among its holdings.

928 funds tracked by Wall St. Rank hold SPSM as of Q4 2024.

  • RE Dickinson Investment Advisors held 1,435 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $64.5K as of Q4 2024.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new RE Dickinson Investment Advisors position in Q4 2024.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #81 holding.
  • 928 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.