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

Sanctuary 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 		$11.1K Hold
246
– – 0.01% 169
2024
Q3 		$11.2K Hold
246
– – 0.01% 173
2024
Q2 		$10.2K Buy
+246
New +$10.3K 0.01% 157

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

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

Sanctuary Wealth Management held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q4 2024 at 246 shares worth $11.1K. The position accounts for 0.01% of the portfolio, ranked #169.

Sanctuary Wealth Management first reported a position in SPSM in Q2 2024 and has held it in 3 quarters since. The position peaked at $11.2K in Q3 2024. 926 funds tracked by Wall St. Rank hold SPSM as of Q4 2024.

  • Sanctuary Wealth Management held 246 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $11.1K as of Q4 2024.
  • Sanctuary Wealth Management left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q4 2024.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #169 holding.
  • Sanctuary Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and has held it in 3 quarters since.
  • Sanctuary Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $11.2K in Q3 2024.
  • 926 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.