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

Robertson Stephens 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
-18,630
Closed -$802K – 535
2024
Q1 		$802K Hold
18,630
– – 0.04% 271
2023
Q4 		$786K Hold
18,630
– – 0.05% 249
2023
Q3 		$687K Buy
+18,630
New +$726K 0.05% 255

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

Robertson Stephens Wealth Management's SPSM Position: Q2 2024 in Review

Robertson Stephens Wealth Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2024, closing a stake of 18,630 shares — an estimated $802K sold.

Robertson Stephens Wealth Management first reported a position in SPSM in Q3 2023 and held it in 3 quarters. The position peaked at $802K in Q1 2024. 807 funds tracked by Wall St. Rank hold SPSM as of Q2 2024.

  • Robertson Stephens 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.
  • Robertson Stephens Wealth Management sold 18,630 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2024, an estimated $802K.
  • Robertson Stephens Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2023 and held it in 3 quarters.
  • Robertson Stephens Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $802K 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 Robertson Stephens Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.