SpiderRock Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

SpiderRock Advisors’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 Q3	$1.19M	Buy	+26,176	New	+$1.15M	0.02%	431

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SpiderRock Advisors's SPSM Position: Q3 2024 in Review

SpiderRock Advisors opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2024: 26,176 shares worth $1.19M. The stake represents 0.02% of the portfolio and ranks #431 among its holdings.

852 funds tracked by Wall St. Rank hold SPSM as of Q3 2024.

SpiderRock Advisors held 26,176 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.19M as of Q3 2024.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new SpiderRock Advisors position in Q3 2024.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of SpiderRock Advisors's portfolio in Q3 2024, its #431 holding.
852 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.