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

Spartan Planning & 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	$147K	Buy	3,479 +2,394	+221%	+$90.2K	0.16%	73
2023 Q3	$40K	Buy	+1,085	New	+$42.3K	0.05%	91
2022 Q4	$52.4K	Sell	1,416 -139	-9%	-$5.21K	0.07%	97
2022 Q3	$53K	Sell	1,555 -14	-0.9%	-$530	0.07%	46
2022 Q2	$56K	Buy	1,569 +15	+1%	+$582	0.07%	57
2022 Q1	$65K	Buy	+1,554	New	+$65.4K	0.08%	80

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RBA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Spartan Planning & Wealth Management's SPSM Position: Q4 2023 in Review

Spartan Planning & Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 221% in Q4 2023, buying an estimated $90.2K and bringing the position to 3,479 shares worth $147K. The position accounts for 0.16% of the portfolio, ranked #73.

Spartan Planning & Wealth Management first reported a position in SPSM in Q1 2022 and has held it in 6 quarters since. 775 funds tracked by Wall St. Rank hold SPSM as of Q4 2023.

Spartan Planning & Wealth Management held 3,479 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $147K as of Q4 2023.
Spartan Planning & Wealth Management bought 2,394 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2023, an estimated $90.2K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.16% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #73 holding.
Spartan Planning & Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2022 and has held it in 6 quarters since.
775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.