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

Sheets Smith 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
2023 Q4	–	Sell	-2,470	Closed	-$91.1K	–	477
2023 Q3	$91.1K	Buy	+2,470	New	+$96.2K	0.01%	355
2020 Q1	–	Sell	-11,005	Closed	-$359K	–	321
2019 Q4	$359K	Buy	11,005 +2,540	+30%	+$79.3K	0.07%	245
2019 Q3	$254K	Buy	+8,465	New	+$255K	0.05%	268

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Sheets Smith Wealth Management's SPSM Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2023, closing a stake of 2,470 shares — an estimated $91.1K sold.

Sheets Smith Wealth Management first reported a position in SPSM in Q3 2019 and held it in 3 quarters. The position peaked at $359K in Q4 2019. 776 funds tracked by Wall St. Rank hold SPSM as of Q4 2023.

Sheets Smith Wealth Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2023 after selling out during the quarter.
Sheets Smith Wealth Management sold 2,470 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2023, an estimated $91.1K.
Sheets Smith Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2019 and held it in 3 quarters.
Sheets Smith Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $359K in Q4 2019.
776 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.