RWM
SPSM icon

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

Reston 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
Q4 		– Sell
-2,925
Closed -$133K – 370
2024
Q3 		$133K Buy
+2,925
New +$129K 0.05% 67
2024
Q2 		– Sell
-5,120
Closed -$220K – 54
2024
Q1 		$220K Buy
+5,120
New +$212K 0.09% 49
2023
Q4 		– Sell
-6,878
Closed -$254K – 53
2023
Q3 		$254K Sell
6,878
-4,737
-41% -$184K 0.13% 42
2023
Q2 		$451K Buy
11,615
+5,130
+79% +$191K 0.21% 30
2023
Q1 		$245K Buy
6,485
+166
+3% +$6.48K 0.13% 38
2022
Q4 		$234K Sell
6,319
-21,480
-77% -$805K 0.13% 43
2022
Q3 		$947K Buy
27,799
+288
+1% +$10.9K 0.56% 19
2022
Q2 		$990K Buy
+27,511
New +$1.07M 0.55% 21

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Reston Wealth Management's SPSM Position: Q4 2024 in Review

Reston Wealth Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2024, closing a stake of 2,925 shares — an estimated $133K sold.

Reston Wealth Management first reported a position in SPSM in Q2 2022 and held it in 8 quarters. The position peaked at $990K in Q2 2022. 926 funds tracked by Wall St. Rank hold SPSM as of Q4 2024.

  • Reston Wealth Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 2,925 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2024, an estimated $133K.
  • Reston Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2022 and held it in 8 quarters.
  • Reston Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $990K in Q2 2022.
  • 926 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.